Settings

• How Do I Cancel My Account?

  Please send us an email to cancel your account.

• How Do I Add Or Remove Users?

  Use the Settings->Users page to create, update and delete users in your CustomerTrackr account (admin access required).

• How Do I Add Custom Referrals?

  Custom Referrals let you add additional referral options for users that fill out your external order form. These will replace the...

• How Do I Edit Data?

  There are two ways to edit data that you have added to CustomerTrackr. Edit Form - The 'edit' link next to...

• How Do I Get Access?

  You will need to contact the Admin of your company to gain access.

• How Do I Export My Customer And Order Data?

  Please send us an email and we will retrieve your company information and send it in a compressed zip file.

• What Are User Groups And How Do I Used Them?

  User Groups allow you to group users together with similar access across CustomerTrackr. As an admin, you can create any number...

• What Is The External Customer Order Form?

  Now that you have your company setup, wouldn't it be easy if customers could fill out a form and automatically have...