Introduction to Wish Lists


Wish Lists allow you to save items and ideas in a customer record for future reference.  They can be saved as reminders of what your customer wants to get, or your customer can have the list sent to someone else, which is done through The Edge’s notifications feature.  The articles in this section explain the use of wish lists.

Topics covered:

  • Setting up Wish Lists
  • Associate Permissions
  • Finding Saved Customer Wishes
  • Reporting on Wishes
  • Best Practices

 

 

Updated on Mon, 20 Mar 2023 by Angela Chiaravalle

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