Osmos Cloud

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 ...

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...

To upload a list of clients follow this steps: 1. Go Customers module and click in "+ Upload New Customers”.   2. Download the sample excel...

  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...

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...

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 ...

  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 m...

  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 s...

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...

  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? ...