Customers
Customers
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The Customer module allows the recording and management of your business's Customers. Customer records include Site and Billing customer cards, and can have Jobs and Financial transactions raised against them.
This screen is split up into 3 tabs - Summary, Detail, and History.
| Customer Module Sections | |
|---|---|
| Summary | |
| Customer Details | |
| Company Address | |
| Company Phones | |
| Primary Contact | |
| Notes | |
| Billing Address | |
| Detail | |
| Defaults | |
| Addresses | |
| Documents | |
| Sites | |
| Employees | |
| History | |