| System Administration/Getting Started |
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| Logging In |
Logging into Customer Focus |
Standard & Ultimate |
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| Calendar Explained |
A guide to the In Built Calendar in Customer Focus |
Ultimate Only |
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| Adding Codes and Phrases |
A guide to adding Industry Codes and Phrases |
Standard & Ultimate |
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| Adding Marketing Tags |
A guide to Adding Marketing Tags |
Ultimate Only |
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| Adding Decoration Methods |
A guide to adding Decoration Methods |
Ultimate Only |
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| Terms and Conditions |
A guide to editing your terms and conditions |
Standard & Ultimate |
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| Sale Price Control |
How to change the default sale price by product, category or supplier |
Ultimate Only |
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| Products |
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| Searching for Product |
This guide will walk you through searching product |
Standard & Ultimate |
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| Supplier Filtering for Searches |
This guide will walk you through ifiltering for searches |
Standard & Ultimate |
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| Using the Clipboard |
This guide will take you through adding product to Clipboard |
Standard & Ultimate |
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| Clearing your Clipboard |
Clearing your Clipboard |
Standard & Ultimate |
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| Creating Multiple Clipboards |
Save groups of favorite products for quicker quotes and orders |
Standard & Ultimate |
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| Adding Suppliers and Products |
This guide will show you how to add a Product to your CF system |
Ultimate Only |
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| Customer Relationship Management |
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| Importing Customers and Leads |
Importing existing Customers into Customer Focus |
Ultimate Only |
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| Adding a Logo to a Customer |
Adding a Logo to a Customer in Customer Focus |
Standard & Ultimate |
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| Adding an Address to a Customer |
Adding an Address to a Customer in Customer Focus |
Standard & Ultimate |
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| Adding a Contact to a Customer |
Adding a Contact to a Customer in Customer Focus |
Standard & Ultimate |
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| Quotes & Order Management |
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| Project Overview |
An Overview of Projects in your CF System |
Standard & Ultimate |
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| Creating Presentations |
How to create and send Virtual Sample enabled Presentations |
Standard & Ultimate |
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| Quotes Explained |
An Explanation of Quotes in your CF System |
Standard & Ultimate |
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| Optimized Order Entry |
An overview of additions to order entry |
Ultimate Only |
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| Checking Live Inventory |
A guide to checking Supplier Inventory |
Standard & Ultimate |
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| Reporting Overview |
A guide to generating reports in Customer Focus |
Ultimate Only |
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| Separator Line |
How to use the Separator Line to define additional costs |
Standard & Ultimate |
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| Acknowledging web orders |
How to remove the notification bubble that appears above Projects |
Standard & Ultimate |
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| Sending Sample Orders |
How to create and send Sample Orders to Suppliers |
Standard & Ultimate |
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| Creating Sales Orders |
How to create, add products to, and customize a Sales Order |
Ultimate Only |
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