The Customers section allows you to manage all the customers and customer sites for your company.
You can add new customers, delete those that are no longer needed, and update their details including addresses and contacts.
All the customer details can be exported and also you can add new contacts to your customers.
1. Navigate to Customers.
The Customers page is displayed.
For more information, refer to the following sections
2. Click the name of the customer to view their details.
The selected customer page is displayed.
From here, you can edit the details of the customer and their primary address, and delete the customer.
For more information, refer to the following articles:
3. Scroll down the customer page.
From here, you can manage customer contacts, quotes, jobs, invoices, sites, events, and internal notes.
For more information, refer to the following articles:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article