Customers
This collection includes articles on creating, updating Customers, and associated functions.
Customer Profiles - An Overview.This article gives a high level overview of the customer profile, by section.
Create a New CustomerThis article explains how to create a NEW customer, including setting the customer status.
Customer CRMThis article introduces Customer CRM action 'Follow Up' for a customer.
Contact Roles
Overwrite tasks on customer level
Document Configuration for Customer Portal
Giving access to Customer Portal
Customer Portal WalkthroughCustomer facing overview of the Customer Portal, including a Video walk through.
News Feed
Generate delivery manifest from customer portalSetup a delivery manifest for your customer to use in the portal and they will be able to generate their warehouse orders as a list.
Customer portal locationsExplanation how you can make locations visible on the customer portal
Customer Portal Order status & defaultsSet order status via Organisation, Transport Service, or Customer Profile. Use pre-filled order defaults to streamline data entry.