Customer Module

What is the Customer Module for?
This module is where you can register your client database and later be used for producing quotes. The customer module is not the same as the CRM module ...
Thu, 21 Jun, 2018 at 11:30 AM
How can I add a client / customer? (3 methods)
There are 3 methods to add to a new client: Method 1 Customer Module Go to the "Customer" module and click on the button "+ Add customer&qu...
Thu, 21 Jun, 2018 at 11:33 AM
How to upload a client list?
To upload a list of clients follow this steps: 1. Go Customers module and click in "+ Upload New Customers”.   2. Download the sample excel...
Thu, 21 Jun, 2018 at 11:44 AM
How to perform a customer search?
  On the top right of each module you will find a search box, type client name or email address. TIP: The search will prompt you with suggestions conta...
Thu, 21 Jun, 2018 at 11:54 AM
What are the "Batch Action" functionalities in the Customer module?
With the batch action in the customers module you can perform a single action for a set number of customers. Just select the clients and apply the "ba...
Thu, 21 Jun, 2018 at 12:00 PM
Required default fields on Customer module?
The minimum by default fields required to add a customer are: a) Form of contact b) First Name c) Las Name d) At least one phone number e) Email ...
Thu, 21 Jun, 2018 at 12:04 PM
Adding a customer picture?
  Add a photo in your client's profile. In the customer edit mode click on “Change Image”, select the image from your computer and click open. To ...
Thu, 21 Jun, 2018 at 12:06 PM
Why do I need to enter an email address for my client?
  An email address is always required to send quotes / contracts to clients, if you don't have your customer email you're not going to be able to...
Thu, 21 Jun, 2018 at 12:11 PM
What does “Client Normal Situation” means and what is it for?
This is an internal tag to identify problematic or clients that are not good for the business. If the normal situation check box is marked, it means everyth...
Thu, 21 Jun, 2018 at 12:23 PM
Why do I see a client name in red color?
  Customers names marked in red means that their current situation is not normal. Refer to What does “Client Normal Situation” means and what is it for? ...
Thu, 21 Jun, 2018 at 12:23 PM