Customers

Owned by Roma Sorra (Unlicensed)
Sept 17, 2021
2 min read

This allows users to view, create, search, and export customers details.

 

Go to Admin > Companies > Customers

  1. Use the search fields, or pagination to see records you want to see.

2. Click the View button to see records and specific details. Click the following tabs to view Addresses, Contact details, Phone/Fax, Emails, Websites, Notes, and Instructions.

3. To add new Customers, click the “+” button.

4. Enter the Company’s Code, Name, Address Details. Next, click the Add button.

5. Go to Contacts Tab, then enter the required Contact details. Once Done, click the Add button.

6. Go to Phone/Fax Tab. Then enter Phone/Fax details. Then, click the Add button below.

7. Go to Emails tab, enter the email address details. Once done, click the Add button below.

8. Go to Websites tab, enter website details. Once done, click the Add button below.

9. Go to Notes tab, User may enter Company Notes.

10. Go to Instructions tab, User may enter Company’s Instructions.

11. Then, click the Save button.