Working with the customer page
Editing mode. Description of the functions of the main blocks. Cleaning the customer base by eliminating duplicates.
Editing customer data
On the editing page, changes can be made to customer card blocks, including: "Main data", "Phones", "Address", "Finance" and "Legal details". All data changes are recorded in "History of changes".
How to bind managers to customers in the system
This article describes how to bind managers to customers when creating a customer entry and when creating an order.
"In work" block
Tasks and orders that are being worked on right now.
"Previous interactions" block
This article describes the function of the "Previous interactions" block in the customer card.
Working with duplicates
In this article we will explain why it's important to have a mechanism for working with customer duplicates. The article also explains how the mechanism functions, in addition to how to avoid accidentally merging customers with similar data.