The principle of setting up and working with corporate customers. Peculiarities.
Corporate customer settings
This article describes how to activate the corporate customers section, how to configure the user rights associated with this section, and how to carry out the migration of existing customers to corporate customers.
Custom fields for corporate customers and companies
For a corporate customer card and for companies, you can create separate custom fields that will be displayed in the corresponding blocks in the card.
List of corporate customers
The section is completely identical to the list of customers, with the exception of several filters that are available only for corporate customers.
Card of a corporate customer
Section in which we will consider the creation of a corporate customer, as well as work with contact persons, companies, addresses, communications and analytical data.
"In work" and "Previous interactions" blocks in the corporate customer card
To the right of the main information blocks, there are two sections that contain information relating to your interactions with the corporate customer.
Information about a corporate customer in the order card
In this article, we will consider the "binding" of a corporate customer to an order card.