CRM / Work with CRM

Manage customers and contact persons.

Customers store organization-level information. Contact Persons store the people connected to those organizations.

Create a customer

Go to Applications → CRM → Customers and click Add record. Enter Customer Code and Company Name, choose Account Type, complete the required payment and tax fields, then click Create. The new record appears in the Customers list and Active Customers view.

Create a contact person

Go to Applications → CRM → Contact Persons and click Add record. Enter Contact Name, select the related Customer, set Status to Active, and click Create.

Required fields: Customer Code, Company Name, Payment Term, and Tax Preference for a customer; Contact Name and Status for a contact person.