Customers
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. You can choose start and end date, the ...
Reports
General Customer Report Customer report can be generated from the Reports feature. Select Report type Customer and the necessary report time you want to see about clients. Report with all customers will be generated you only need to search the client ...
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 Customer Admins tab. Click on the ...
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 customers portal. Ex if you turn of the support system the customer wont be able to use the support ...
New Customer Contact
New Contact To create new customer contact, open the customer profile in the admin area that you want to create the contact then click on the tab Contacts. To create new contact related to this customer click on the New Contact button. Firstname – ...
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 customer view it ...