Customers

  • Sending proposal to customer or lead

    We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown.You can include the proposal link inside the email template and let your customer vi...
  • New Customer Contact

    To create new customer contact, open the customer profile in the admin area that you want to create the contact then click on the tab Contacts. To create new contact related to this customer click on the New Contact button....
  • Customers Registration

    You can enable/disable customers registration from Setup -> Settings -> Customers-> Allow clients to register. Your customers will be able to register at your base URL where y...
  • Customer admins

    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 from the admin area and click on the Customer Admins...
  • Exporting Customers Invoices/Estimates/Payment to ZIP

    Go to the customer profile and click on the tab you want to export data eq. invoicesSelect status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file....
  • Reports

    General Customer Report Customer report can be generated from the Reports feature. ...
  • Send contact set password link

    Follow the steps if you want to send set password link to your contact. 1. When creating new contact When you are adding new contact only check the field Sent SET password link and not fill the password field....
  • Customer Reminders

    You have an option to set customer reminder. 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 on the reminders tab....
  • Customer Overview

    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 an option Login as client...
  • New Customer

    Login to dashboard click customers and on the left side there is a button New Customer. Permissions – What permission this customer will have in the customers portal. Ex if you turn of the suppor...