Connection to the Customer Module

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The Customer module is the old module allowing you to interact with the data of your contacts.

It has been replaced by the Customer File.

 

Two methods allow you to access it :

  1. On the home page, you will find the four modules, the Customer button always leads to the Customer module, 
  2. In the main menu, on the left of the window, the Customer module is accessible in the Customer form menu.

log_in_customer_module.jpg

 

The CUSTOMER CARD allows you to consult the customer file, and in particular the activity of your customers, with a 360 ° lever on various fields of action, as follows:

 

-Creation and modification of a customer card

-Consultation of a customer card

-Search for a contact

-Modification of the date for a Purchase Order

-Add loyalty points

 

Here comes  the new version Customer card to find or create contacts :

 

log_in_customer_module2.jpg

 

 

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