If you have a long list of customers, then creating customers profile one by one can be very cumbersome. The best approach in such scenario is to importing customers using csv/xlsx. Go to Customers page by clicking on “Customers” from the main menu Click on Import Customer button and you should be able to see a pageRead More.
Customer Portal is a separate panel from admin area for your customer contacts. By accessing the portal they can track project’s progress, create tasks, upload attachments, comment on tasks, create ticket or add reply, see invoices, estimates and other financial data based on you permissions you set for them. After you create a customer contact theRead More.
The Customer Registration feature is useful if you want your customers to be able to register themselves online by filling up a form. That way you have two option to add customers in the system. You create new customers from your admin panel and Customers register themselves online by filling up a form, saving yourRead More.
To create new customer contact, open the customer profile and click on the Contacts tab. You should be able to see an interface like following. Click on the “New contact” button and a modal should pop up. Fill up the form with all required inputs including a password that the contact will be using toRead More.