Customer Focus Ultimate

System Administration / Getting Started

An Introduction to Business in a Box This guide will advise you of what is included in a Business in a box package. Image
Order Management System Webinar This is a recording of our most recent Order Management System webinar, and provides a sufficient overview of the system for new users Image
December 2015 Release Notes The newest Customer Focus Ultimate (was VISION) release notes Image
Logging In This guide will take you through logging into Customer Focus (was VISION) Image
How to Reset your Password This guide will take you through resetting your Customer Focus password(was VISION) Image
The Dashboard Introducing the Customer Focus Dashboard Image
Company Details Adding your logo and company details, to personalize all documents Image
Adding Users Adding users to your Customer Focus system Image
Changing Permissions Altering the capabilities of users in your Customer Focus system Image
Calendar Explained A guide to the In Built Calendar in your Customer Focus System Image
Adding Codes and Phrases A guide to adding Industry Codes and Phrases Image
Adding  Marketing Tags A guide to Adding Marketing Tags Image
Adding Decoration Methods A guide to adding Decoration Method Image
Terms and Conditions A guide to editing your terms and conditions Image
Industry Codes and Phrases A guide to adding and editing Industry Codes Image
Sale Price Control How to change the default sale price by product, category or supplier Image
Tax Rules & Limitations For users within the USA / Canada Image
  For users within the UK Image
Constant Contact Integration How to integrate your system with Constant Contact Image
Company Stores How to create company stores / corporate scheme sites Image
Currency / Exchange Rates Currency designation explained / How to set a custom exchange rate for euros Image
QuickBooks Help How to get your QuickBooks account working with CF Ultimate Image

Products

How to Order a Product This guide will show you how to shop online
Searching for Product This guide will walk you through searching product
Creating Advanced Virtual Samples How to create an advanced Virtual Sample (logo and text) Image
Custom Product Enquiry Form This guide will walk you through inquiring on a custom product Image
Supplier Filtering for Searches  This guide will walk you through ifiltering for searches Image
Using the Clipboard This guide will take you through adding product to Clipboard Image
Multiple Clipboards How to create multiple Clipboards of popular products Image
Clearing your Clipboard Clearing your Clipboard Image
Carrying Over Product Details for Similar Products This guide will walk you through copying details from one product entry to another Image
Adding Suppliers and Products This guide will show you how to add a Product to your VISION system Image
Searching Old Products How to find products from Previous Catalogues (UK Only) Image

Customer Relationship Management

Importing Customers and Leads Importing existing Customers into your Customer Focus System Image
Adding Individual Customers How to add in customers and prospects, one record at a time Image
Adding a Logo to a Customer Adding a Logo to a Customer in your Customer Focus System Image
Adding an Address to a Customer Adding an Address to a Customer in Customer Focus Image
Adding a Contact to a Customer Adding a Contact to a Customer in Customer Focus Image

Order Management

Project Overview An Overview of Projects in Customer Focus Image
Quotes Explained An Explanation of Quotes in Customer Focus Image
How to Create a Credit Note How to create a credit note and assign it to a project Image
How To Create a Follow Up How to create a follow up in Ultimate Image
How to Raise a Pro Forma Invoice How to generate a pro forma style invoice in Ultimate Image
Optimized Order Entry An overview of additions to order entry Image
Checking Live Inventory  A guide to checking Supplier Inventory Image
 Reporting Overview A guide to generating reports in Customer Focus Image
 Separator Line How to use the Separator Line to define additional costs Image
 Acknowledging web orders How to remove the notification bubble that appears above Projects Image
 Sending Sample Orders How to create and send Sample Orders to Suppliers Image
 Creating Sales Orders How to create, add products to, and customize a Sales Order Image
Presentations from Clipboards How to create a Presentation from a Clipboard Image
Presentations from Projects How to create a Virtual Sample enabled Presentation from Projects Image
Creating a Credit Note How to Create a Credit Note Image
Applying a Deposit to an Order How to apply a deposit to a Sales Order Image
Marking an Invoice as Fully Paid How to see an invoice through to full payment within the system Image
Attaching Artwork to an Order How to attach your own artwork to a sales/purchase order or quote Image
Adding Custom / Site-Specific Shipping Charges How to add your own shipping charges and mark these as site-specific Image