The "Customer Listing" feature within the module provides users with a comprehensive view of the existing customers in the system.  Here's how users can utilize the Customers Listing feature:...

The "New Customer" feature under the "Customers & Contacts" module provides a comprehensive way to add and manage customer information.  When adding a new customer, users are presented with th...

This feature will provide user step-by-step instructions for importing customers into the system by attaching a CSV (Comma Separated Values) file. Users can download an Excel sample file, fill in customer details, and then upload i...

The "New Customer Contact" feature under the "Customers & Contacts" module provides a comprehensive way to add and manage customer contacts. .  When adding a new contact, below fields are avai...

The Contact Listing feature allows users to view and manage a list of contacts within the context of the customer module. This feature is designed to provide easy access to contact details and actions associated with each contact e...

When a user clicks on a customer record, the system redirects them to the customer's profile. Additionally, a left grid displays all available actions or modules linked with that specific customer. ...