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Customers

The Customer Center in Project Management section keeps a record of all customers registered in the system. In order for an account to be a customer, the account type should be “Customer” wherever you add (from CRM section, Accounting, and Finance or Project Management).

To add a new customer in PM, go to the Customer Center and click on New Customer button and fill in the form.

Once you have successfully added the customer, you can relate the customer to Sales Quotes, Sales Invoices, Sales Orders, Projects, Opportunities, and others.

All the related items will be visible in the Customer Summary subsections

In new User Interface, you have the opportunity to link projects, cases, and activities by clicking the additional “…” button

In addition, by pressing the Actions buttons, you can add contact, opportunity, event, task and look up on Google, also send sales quote and invoice.

See also