Managing your customers
8 articles
CustomersA complete, searchable and sortable, list to centrally manage your customers
Add/create, edit, archive CustomersAdd, edit, archive your customer's details.
Customer Order HistoryView all Sales Orders for a selected Customer.
Customer's billing addressA Customer's Billing address details (to be displayed on invoices)
Customer's delivery address/esAll delivery addresses for a Customer.
Collaborating over a CustomerCollaborate with stakeholders, over a Customer, and keep all relevant information in one location.
Customer ContactsA view of all Contacts within an Customer account.
Customer SettingsEnable pricing, payment terms and accounting package settings for a selected Customer