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Clients

List of clients

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

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

The client list will look something like this.

Display setting

Each user can customize various options for displaying information.

See how display additional columns or hide unnecessary ones.

Fields can be moved or arranged in several levels.

Find out how fix the most important columns.

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

Division into groups

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 assign a visual image so that everything is as clear as possible.

Quick search

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

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

Adding a client

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

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

You can know each of your customers by sight.

Working with a client

For each client, you can plan work .

Client Statement

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

Debtors

And here you can learn how to view all debtors .

Customer Analysis

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

Identify the most promising clients .

See below for other helpful topics:

• Adding a client
• Customer table fields for list mode only
• Client photo
• Working with a client
• Client Statement
• Sales
• Assigning pictures
• How to display other fields?
• Moving columns
• Data filtering
• Find in the table
• Client debts
• Fixing speakers
• Fixing rows
• Customer Growth
• Most promising clients
• To the begining

• Download the program with interactive training