Click here to watch the CRM demonstration video
On this page:
| Table of Contents |
|---|
...
- 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 (image 2 & 3)
...
The status for this function can be edited in (Settings-> Sales settings-> Orders status)
1.
2.
3.
Import/ Export Customer Details
...
Contacts → Customers → Advanced Search
Enter the details in Company Name → Display
A list of companies will appear
