Get out of Address Validation W/O Making Changes
Click Cancel instead of Update. This allows you to save the address on the customer record without making updates.
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Get to the Letter Templates
Click Create Letters Icon>Highlight and select or double click an existing template. Make appropriate edits. To insert tokens>Right Click>Insert Field>Select Token>Click Paste. To preview the letter after changes have been made>Click the Printer ...
USPS Address Validation
Bill to Address Search
Add as Click the Customer List>Searches>Name/Address>Enter an address in Street Address 1 field>Be sure the Site/Bill to Box is Checked
Change Sender and Reply Address
Please complete our form and Cornerstone will make the needed adjustments: https://service952349.typeform.com/to/bdolmqxO
How to run a Customer Recurring Audit
Reports>Customer Tab>Customer Recurring Audit>Select appropriate filters i.e., Open accounts w/ active recurring vs. Open accounts w/ and w/o recurring