Customers
Customers are the real heroes for a business, managing them with a special care is very much important to succeed in every business. Let's organise the customers and make them to relative with business and serve them better
In this section · 19 articles
Customer Management And New Customer
A Customer is the most vital asset of any business. In the ERP, the...
Customers Listing and Overview
A customer is an individual or business that purchases another company's goods or services....
New Customer Branch Creation Form
Efficiently managing multiple locations or sub-entities under a single customer profile is vital for...
Branch Balance Transfer
Overview:The Branch-to-Branch Balance Transfer Form in TamilAccounting ERP allows users to transfer outstanding balances...
Customer Branches View
The Branch View provides a focused breakdown of a specific delivery location or departmental...
Customers List Inquiry
The Customer List serves as a central hub for managing all your business relationships....
Customers Listing and Overview
nbsp; A customer is an individual or business that purchases another company's goods or...
Customer Branches List
Customer Branches List The Branches list is a centralized management hub where you can...
Contacts List Inquiry
Customer Contacts List The Contacts list is a specialized directory within the ERP that...
Customer Contacts List
The Contact View provides a detailed profile of a specific individual associated with a...
Customer Tasks
The Tasks list serves as an internal activity tracker specifically for customer-related actions. It...
Customer Files and Attachments
The Files tab acts as a secure digital cabinet for all documents related to...
Customer Activity and Reminder
The Activity tab acts as an automated audit trail and communication log for a...
Sales Transactions
The Transactions tab is a comprehensive financial ledger that records every commercial exchange between...
Customer Estimates List
The Estimations tab acts as a preliminary sales dashboard, tracking all initial cost projections...
Proposals List
The Proposals tab serves as a central repository for all formal business offers, quotations,...
Opportunities List
The Opportunities tab is a strategic sales tool used to track potential revenue-generating deals...
Customers Listing and Overview
The Customer View provides a overview of a specific client's profile. It consolidates identity,...
Customers Projects List
The Projects tab is a specialized tracking view designed for businesses that manage long-term...