OpenGate Small Business Software

Customers and Orders

• Creating a new customer
• Creating a new quote or order

Marketing

• Creating a new marketing campaign
• Sending mail merge letters/emails

Customer Support

• Creating customer support cases, using customer support dashboards

Setup and Administration

• Managing users
• Setting up menus
• Configuring dashboards
• Setting up user-defined future use fields

Custom Development

• Working with the major OpenGate Small Business functions
• Creating custom reports
• Developer's Guide