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Customers

Overview of all customer-related features and functions in Factory

Updated over 2 months ago

πŸ—‚οΈCustomers: Main page

View and manage the full list of Cstomer 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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