Breadcrumbs

Customers

In Customer management, you can create new customers, modify or consult the information therein.

Create a customer

  1. From theHome | Sales | Customers

  2. Click the ➕ button in the right corner of the window

  3. Fill in the fields

  4. Click on Apply to save the information

  5. To return to the menuWelcome, click on the drawer menu. Then click the arrow to display another side menu and you can click Welcome

You can create your client when you create your site project. View page The project.

Filter to search for customers

  1. From theHome | Sales | Customers

  2. Above the customer list table you have Keywords

    1. Include

      1. You have four Keywords : With account ; Provisional ; Lead ; Related

      2. To select and/or deselect a Keyword, click on this one

    2. Industry categories

      1. Click in the field Select a category

      2. Select your category

      3. To add other categories, click in the field Select a category and type your category. Then click on your category

      4. To remove one of the categories, click on the ✖ button

You can combine the Keywords to specify your search filter.

View customer information

  1. From theHome | Sales | Customers

  2. You have three methods to view the information:

    1. Click directly

      1. Click on your customer's name

      2. You can consult the customer file

      3. To return to the main page, click on the left arrow which is located next to the name

    2. Go through the search

      1. Click on the magnifying glass next to the ➕ button

      2. Click in the field Research

      3. Type your search and your results will be displayed

      4. Click on your customer

      5. You can consult the customer file

      6. To return to the main page, click on the left arrow which is located next to the name

    3. On the header

      1. Click on Sales in the navigation menu

      2. A filter appears and click to scroll through the drop-down list

      3. Choose Customers

      4. Another field appears and click on the field Customers

      5. Choose your client and click Confirm

      6. You can see the customer file by clicking on Summary in the side menu and you can go to the client's projects by clicking Projects in the side menu

      7. To return to the main page, click on the name of your customer in the navigation menu. Then click in the field Filters to choose No filter

  3. To return to the menuWelcome, click on the drawer menu. Then click the arrow to display another side menu and you can click Welcome

Search results:

The search retrieves the names of the contacts (found in a customer file) and the name of the customers.

Edit an industry category

  1. From theHome | Sales | Customers

  2. Click on the three points from the customer that you would like to make the changes

  3. Choose Edit categories

  4. To add other categories, click in the field Select a category and click on one category

  5. To remove one of the categories, click on the ✖ button

  6. Click on Apply to save the information

  7. To return to the menuWelcome, click on the drawer menu. Then click the arrow to display another side menu and you can click Welcome

Edit customer information

  1. From theHome | Sales | Customers

  2. Click on the three points from the customer that you would like to make the changes

  3. Choose To modify

  4. Fill in the fields

  5. Click on Apply to save the information

  6. To return to the menuWelcome, click on the drawer menu. Then click the arrow to display another side menu and you can click Welcome

Delete customer

  1. From theHome | Sales | Customers

  2. Click on the three points of the customer you would like to delete

  3. Choose DELETE

  4. Confirm the deletion by clicking on DELETE

  5. To return to the menuWelcome, click on the drawer menu. Then click the arrow to display another side menu and you can click Welcome