Customer Management

Instructions for managing Customer information in the CRM system.

Overview

Customer Module is a verified and active customer in the system. This module helps:

• Centralized customer information management
• Track transaction history
• Analyze customer behavior

Access the Customer list screen.

• On the list screen, click Partners -> select the Customers Tab.

• Customers screen:

Manage Customer information

Check if Customer already exists in the system?

Enter Tax Code then click the Check button to verify.

• If the Customer does not exist in the system, the screen will display the message: No partners found with the provided tax code.
• If the Customer already exists, the screen will display the existing Customer information.

Search Customers

• Search by code/name/tax code/email

Enter code/name/tax code/email into the search box to find Customer

Enter Customer information

Create new Customer

• Click + Customer on the toolbar.

• Fill in all information according to the form.

• Click Request To BFSOne to save the information to the Customers table and send a customer creation request to BFSOne.

Note: The customer creation request will be sent to BFSOne for approval

Create Customers using Partner data from BFSOne

• Click Fetch Partner on the toolbar.

• Enter Partner Code or Tax Code into the search box to find Partner

• Partner information from BFSOne will be automatically filled into the form.

• Click Create to save the information to the Customers table.