CRM The module provides a list of customers registered in the system, as well as information and data linked with these customers.
Customer list
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Info: The Options column shows records in other modules linked with the customer. Hover the mouse over the icons for information on what they mean. |
Customer form
The customer card contains all the information and records linked with the customer in the system. Data about the customer can be found in the customer form, and the module tabs above the form show records in other modules that are linked with the customer.
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