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Clients


List of clients

In "list of clients" can be entered from the user menu on the left.

Menu. Clients

The same list of clients is opened when making a sale by clicking on the button with ellipsis.

Selecting a customer when making a sale

The client list will look something like this.

List of clients

Display setting

Each user can customize various options for displaying information.

Important See how Standard display additional columns or hide unnecessary ones.

Important Fields can be moved or arranged in several levels.

Important Find out how fix the most important columns.

Important Or fix the lines of those clients with whom you work most often.

Division into groups

Important In this list, you will have all counterparties: both customers and suppliers. And also they can still be divided into different groups. Each group has the opportunity Standard assign a visual image so that everything is as clear as possible.

Quick search

Important To show posts of only a specific group, you can use Standard data filtering .

Important And also you can easily find a specific client by the first letters of the name.

Adding a client

Important If you searched for the right client by name or phone number and made sure that this one is not already on the list, you can add it.

List-only fields

Important There are also many fields in the customer table, which are not visible when adding a new record, but are intended only for the list mode.

Client photo

Important You can know each of your customers by sight.

Working with a client

Important For each client, you can plan work .

Client Statement

Important It is possible to generate an extract to view all the important information about the client in one place.

Debtors

Important And here you can learn how to view all debtors .

Customer Analysis

Important There should be more clients every year. It is possible to analyze the monthly growth of your customer base relative to the previous year.

Important Identify the most promising clients .

See below for other helpful topics:


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