Customers
Manage the people and businesses you sell to, with their contacts, history, and billing details.
Customers are the people and businesses you sell to. A customer record keeps their addresses, contacts, history, and billing settings in one place, ready to use on quotes, delivery notes, and invoices.
This is the main list you land on when you open Addresses.
Create a customer
Add a new customer to your CRM, with contact, delivery, and billing details.
Add contacts to a customer
Store the individual people you deal with at a customer, each with their own details.
Track documents and events for a customer
Attach files and log events so each customer keeps a full history in one place.
Set special prices and article offers for a customer
Give a specific customer their own prices or standing offers on selected articles.
Set default comments for a customer
Pre-fill standard text that appears on this customer's documents automatically.
Merge duplicate customers
Combine two records for the same customer into one, keeping their history together.
Import and export customers
Bulk-load customers from a file and export your customer list for backup or editing.