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Boxstorm Blog

Boxstorm Help Article: Customers

If you have questions about adding customers in Boxstorm, you will find this Help Article quite useful. It explains how to:

  • Create new customers by filling in all of the required fields.
  • Search through all of your customers.
  • Filter customers by certain criteria to limit results, and then save those filters for later.
  • Edit existing customers’ contact information and other details.
  • Check a customer’s history.
  • Import and export a customer list in a CSV file.

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