Skip to main content

Customer Management

Overviews the procedures for creating, disabling, merging, finding and editing Companies & their associated Contacts

Company Management

Creating a New Company

1. Open Matic Track 2. Make sure the customer has not already registered with us. If they havn't...

Registering a Company

Setting a Company's Credit Limit

Credit Limit vs Shop Balance

Merging / Absorbing 2 Companies into 1

Contact Management

Creating a New Contact

Sending a Welcome Email

Resetting a Contact's Password

Disabling / Enabling a Contacts Shop Access

CUSTOMER SERVICE DAILY REPORTS

https://maticmedia-my.sharepoint.com/:x:/g/personal/adrian_maticmedia_onmicrosoft_com/EYsDhRk-V...
Back to top