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- You can Edit the Billing Details via Edit Details in the Customers Card Box
- View the history of this customer via View History
- You can see the Details Tree via + Show Tree
- You can download all of the addresses to your email contacts via the V card symbols
- Add customer warning message with editable warning colours (See below example)
Credit Limits
Credit limits can be set for each customer, this prompts a pop up box on the quote summary screen when the credit limit has been exceeded.
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