Customer Focus Standard / Ultimate Help Sheets

These help guides are aimed at Customer Focus Software (formerly VISION) users

System Administration/Getting Started    
       
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 Image
       
Products      
       
Searching for Product This guide will walk you through searching product Standard & Ultimate
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    
       
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    
       
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 Image
 Acknowledging web orders How to remove the notification bubble that appears above Projects Standard & Ultimate Image
 Sending Sample Orders How to create and send Sample Orders to Suppliers Standard & Ultimate Image
 Creating Sales Orders How to create, add products to, and customize a Sales Order Ultimate Only Image