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.
  • The table can be searched and filtered (see Usage tips for wildcards).
  • Click Saved searches to save a search or use a saved search.
  • 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".
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