Access the dashboard by logging in. Click Customers; the New Customer button is located on the left. Permissions – What permission will this customer have in the customer portal? Fo...

You can enable/disable customers registration from Setup -> Settings -> Clients -> Allow clients to register....

You can view all customer data like invoices,contracts,tickets,notes, by clicking on the customer edit button and on the right site you can view all customer activity to your company, also there is...

Click Customers in Menu tab and select Contracts. To create new contact click on the New Contact button....

If you dont want to give permission VIEW for staff member to be able to see all customers you can assign staff member as admin to specific customer/s. ...

Go to the customer profile and click on the tab you want to export data eq. invoices Select status or just leave it All and click Submit. All invoices based on your selected...

This option allows you to never forget anything about your customers. Setting customer reminder is very easy navigate to the customer profile from admin area and click ...

General Customer Report Customer report can be generated from the Reports feature.Select Report type Customer and the necessa...