Boxstorm Help Article: Customers | Fishbowl

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.