Customer management - Information for updating the Customer database
A change on the basis of Customer data will occur.in order to consolidate your data to society.
It will no longer be possible to type manuallyThisinformation in your customer's card. The field will be replaced by the listParamble"Society"It is within the setting of thesoftware, under"Customer Management".
All given alreadyExisting for your customers will be switched automaticallyIn thislist configurable and selected in the corresponding sheet.
If youWant to change this list, make sure you have permission."To create the list of companies"In the section"Module"ParAMETRAGE"and"Customer".
Related Articles
Creating a customer
Access to the Client Register To create a Customer, click on the module'Data base'then on the button'See more'of the section'Customer Management'. You then arrive on the customer register. Creating a customer Click on the button"Creation of a ...
Edit a customer
Access to the Client Register To edit a Customer, click on the module'Data databases'then on the button"See more"of the section'Customer Management'. You then arrive on the customer register. Edit a customer From this customer register, click the ...
Edit a product
Access to the Register of Products To create a Product, click on the module'Data databases'then on the button"See more"of the section'Product Management'.You then arrive on the product register. Edit a product From this product register, click the ...
Change a service
Access to the Benefit Register To create a Benefit, click on the module'Data databases'then on the button"See more"of the section'Providing Management'.You then arrive on the register of Services. Change a service From this register of services, ...
Create a product
Access to the Register of Products To create a Product, click on the module'Data databases'then on the button"See more"of the section'Product Management'.You then arrive on the product register. Create a product Click on the button"Creation of a ...