Search Knowledge Base Articles

New Customer Contact

Click Customers in Menu tab and select Contracts.

To create new contact click on the New Contact button.

Did you find this article useful?

Related Articles

  • New Customer

    Access the dashboard by logging in. Click Customers; the New Customer button is located on the left....

  • Customers Registration

    You can enable/disable customers registration from Setup -> Settings -> Cl...

  • Customer Overview

    You can view all customer data like invoices,contracts,tickets,notes, by clicking on the c...

  • Exporting Customers (Invoices, Estimates)

    Go to the customer profile and click on the tab you want to export data eq. invoices Select status o...

  • Customer Reminders

    This option allows you to never forget anything about your customers. Setting customer reminder is v...