How can I add a customer?
Here are some quick steps to add your customer : Navigate to the Dashboard. Click on Customer module. On the upper right corner of the page click on New customer button. Enter Primary Information, Client Address, Billing, and Shipping Details Click Save How can I add an Individual customer who doesn’t have a company? You…
How can I add notes for a customer?
In order to add notes for a customer you need to follow the following steps: 1. Navigate to Customer module on dashboard. 2. This will take you to the customer listing module. You can click on the Customer name and this will take you to the customer information. 3. Choose Notes to add. Write the…