Managing Customer Communications


To manage all communications of the customer, follow the steps given below.

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

The Customers page will be displayed.

2.  Click the View button on the row of the customer, the communications of whom you wish to manage financials.

The selected record will be displayed in the edit mode.

3.  Navigate to the Communications/Log tab.

The Communications/Log section of the page will be displayed.

From here you can manage communications/log of the customer. For more information refer to the following sections.

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