3. Client Module - Edition mode
In the customer module you have the customer information divided into different tabs.
On the client profile is where you add name, last name, title, position, picture and other data.
To show additional fields click on “Show more”
The contact information tab is where you record the client telephone numbers, social media and the email where the quotes will be sent.
On the addresses tab you can add multiple addresses. These can be billing, mailing and delivery addresses. You can mark a billing and mailing address as the default.
In the alternative contact information tab you can add a telephone number and another email in where the quote will be sent too.
The client statistics tab shows you the date of the client 1st purchase, the number of times the client has done business, and the client rate and score.
To rate a client go to the CRM module.
NOTE: You can only delete a client; if this has no “contract / order” assigned.