Customer Management
Manage customer contacts, groups, and history.
Customer Management
This section helps manage your relationship with your customers, including customer details and contact management. Learn how to create customer profiles, manage them, and utilize the advanced features for the utmost productivity.
Updated 2026-03-26Customer Detail View
This feature allows you to view detailed information about your customers, such as their contact information, order history, and payment history. Learn how to use the Customer Detail View feature to manage your customer relationships efficiently.
Updated 2026-03-26Customer Generate Statement
This feature allows you to generate statements for your customers, summarizing their account activity over a specific period. Learn how to use the Customer Generate Statement feature to keep your customers informed and up-to-date.
Updated 2026-03-26Send Message
This feature allows you to send messages to your customers, keeping them informed and up-to-date. Learn how to use the Send Message feature to communicate with your customers effectively.
Updated 2026-03-26