Search Knowledge Base Articles

Customers Registration (EN)

You can enable/disable customers registration from Setup -> Settings -> Clients -> Allow clients to register.

You cutomers will be able to register at your application url https://crm.esiportal.com

Customers Registration Form

If customer registration is disabled you will be able to add only customers from the admin area.

Convert Lead To Customer (EN)

Click on the lead and wait the modal to be opened, on the top button click Convert to customer. The...
Customers (EN)

Customers are the most important part from the application. The main purpose this application is bui...
Add New Customer (EN)

Login to dashboard click customers and on the left side there is a button New Customer. Permis...
Customer Overview (EN)

...
Exporting Customers Invoices/Estimates/Payment To ZIP (EN)

Go to the customer profile and click on the tab you want to export data eq. invoices Select status o...