Customers
The CRM -> Customers section contains a list of all the customers.
This page allows:
- creating and editing customers,
- accessing customer reports,
- accessing summary reports on all customers,
- checking customer credit limits and balance,
- bulk editing customer files,
- searching customer notes,
- importing customers,
- exporting.
Jump to:
Tips and tricks
- Click Create to add a new customer.
- Click Choose columns to choose which columns to display.
- Drag the columns to rearrange them.
- Click Bulk editing to edit selected rows in bulk.
- Click Reports to see the customer's reports.
- Click Reports on top-right of the table to see all customers summary reports.
- Use the drop-down menu above the table to see a list of "Companies" or "Contacts".
- The table can be searched and filtered (see Usage tips for wildcards).