To manage customers, Go to Customers -> Manage Customers. Here you can view customer, or edit and delete the customer details also.
For adding new customer, Go to Customers -> Manage Customers -> Add New Customer, and submit details. In this, you can also add new customer by using CSV file.
To view customer details, Go to Customers -> Manage Customers -> View Details. This provide the complete information of an customer such as customer profile, Contact Details, Calls, Appointment, Quotations, Order, Tickets, Documents & Files, Notes, Login History, Assigned history.
- Documents & Files
- Login History
- Assigned History