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