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Companies

This collection includes articles on creating, updating Customers, and associated functions.

5 authors15 articles
Customer Profiles - An Overview.This article gives a high level overview of the customer profile, by section.
CUSTOMER - Create a New CustomerLearn how to add new customer accounts to your Qargo system with this step-by-step guide.
Customer CRMThis article introduces Customer CRM action 'Follow Up' for a customer.
Contact RolesCompany contacts can be assigned roles like Billing, Operations, Sales or Customs, so Qargo emails reach the right people and workflow tasks target the correct contacts.
INTERMODAL - Understanding Buyer and Seller Roles in QargoQargo links Buyer/Seller (commercial) with Consignor/Consignee (logistics) for safe, compliant shipments; uses master data, prefill, archiving, and permissions to streamline data entry and ensure EORI compliance.
COMPANIES - Customer Audit Logs for Company FieldsTrack changes to customer status, payment terms, and credit limits through audit logs on customer detail pages, with human-readable descriptions.