Where to fill in additional customer information (CRM)?
Used in modules: Clients

FAQ / Where to fill in additional customer information (CRM)?

Customers and Suppliers
When you open the customer card, locate the following tabs:

  • "Posted Invoices" – allows you to see all sales invoices issued to this customer;
  • "CRM" – used to fill in relevant information about the customer, e.g., which employee is responsible for communication, etc.;
  • "Requests" – used to fill in other relevant information.