Business Suite's integrated customer management solution gives you a 360-degree view of customers-helping to improve customer satisfaction, provides you with functions and processes in the areas of customer service, customer invoices, quotes, transactions, interactions, orders etc. management.
Creating a Customer Account
To create customer Go to Customers → Add Customer
You can create Company or select existing companies when creating customer. Company is optional field. Please note that, here "Company" is not your company. It's customer's company.
When creating customer the only required field is "Full Name" you can add additional infos anytime.
To enable customer portal for this customer, you will have to Add an email / username also Password.
Customer can also register themself from the Customer Portal
If you do not want to send "Welcome Email" uncheck the Welcome Email field checkbox
Do you want to Add custom Fields for Customers ?
Go to Settings → Custom contact fields
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