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Customers

Overview of all customer-related features and functions in Factory

Updated over a week ago

πŸ—‚οΈCustomers: Main page

View and manage the full list of customer records.


Add new customers, edit existing details, or archive inactive records.


Access and review all past orders linked to a specific customer.


Set or update billing information for customer accounts.


Manage multiple delivery locations for each customer.


Share and manage customer-specific information with team members.


πŸ—‚οΈCustomers: Contacts

Add, edit, and manage contact persons and communication details.


πŸ—‚οΈCustomers: Settings

Configure default preferences and integration options related to customers.


πŸ—‚οΈCustomers: FAQs

Common questions about managing customers in Factory.

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