Customers
Work-around for appointment reminders in Google Calendar
Summary Solatech Focus gives you the ability to connect Google Calendar with your Focus account. Once setup is completed, users may schedule appointments for themselves and other users on their account. Many users want to take this a step further ...
How to mark a customer as tax exempt
Summary Solatech Focus and DOS users who typically charge sales tax have the ability to mark a customer as tax-exempt. This article describes how to mark a customer as tax-exempt. Instructions From within the customer record, place a checkmark in ...
How to add customer notes
Summary Solatech Focus and DOS users can add customer notes to the customer record. These notes are only visible from within the customer record, and will not print on any output generated from the system. Instructions On the customer details ...
How to copy customer shipping address to billing address
Summary In cases where a customer has the same billing and shipping addresses, Solatech Focus users can easily copy the data from one address to the other. This knowledge base article provides instructions on how to copy addresses. Note: Although ...
Importing customers from external sources
Summary Solatech Focus users have the ability to import customers from external sources, such a CRM systems. In order to do this, the data exported from the outside source must be formatted in a certain way before import. This knowledge base article ...
Creating a new customer in Solatech Focus
Summary This article will describe how to create a new customer in Solatech Focus Instructions From the Home Page, click on the Add new customer button. (Site Administrators will need to go to the Customers list to enter a new customer) Required ...
Changes to customer record and customer list
Summary Solatech Focus customer records now contain a new field, Customer Name. This change was made in order to implement QuickBooks Online integration. This knowledge base article will describe the changes and how they will affect your customer ...