Customers Overview

The Customers module allows you to store all contact details in a centralized customer database.

1.  Navigate to the Customers option in the Navigation Menu.

The Customers page will be displayed.

From here, you can search, add, edit, remove, import and manage customers. For more information, refer to the following sections.

• Adding New Customer
• Searching for Customer
• Importing Customer
• Editing Customer
• Deleting Customer
• Managing Customer Financials
• Managing Communications with Customer