Click on the lead and wait the modal to be opened, on the top button click Convert to customer. The convert to customer modal will be shown and the system will try to auto popu...

Customers are the most important part from the application. The main purpose this application is build is to serve clients. Clients area is separated from the admi...

Login to dashboard click customers and on the left side there is a button New Customer. ...

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

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

You have option to set customer reminder. This option allows you to never forget anything about your customers. ...

General Customer Report Customer report c...

Click Customers in Menu tab and select Contracts. To create new c...

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. ...