Customers

• Sending proposal to customer or lead

  We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. You can include the proposal link inside the email template and let your cu...

• New Customer Contact

  New Contact To create new customer contact, open the customer profile in the admin area that you want to crea...

• New Customer

  Login to dashboard click customers and on the left side there is a button New Customer. Permissions – What permission this customer will have in the custome...

• Customers Registration

  You can enable/disable customers registration from Setup -> Settings -> Clients -> Allow clients to register. Your customers will be able to register at yo...

• Customer admins

  If you dont want to give permission VIEW for staff member to be able to see all customers you can assign staff member as admin to specific customer/s. Go to the customer profile from the admin area and click on the ...

• Exporting Customers Invoices/Estimates/Payment to ZIP

  Go to the customer profile and click on the tab you want to export data eq. invoices Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file. ...

• Reports

  General Customer Report Customer report can be generated from the ...