Support Desk

Create new customer To add new customer, click on "Customer" Menu ,as shown in below screen. After Clicking on Add Customer you wil...

Create Customer Group: Customer groups can be made for the customers with same department, same family members etc. This will help in getting the requ...

To edit customer click on "Customer" menu followed by a click on the edit button at the left bottom of screen. Now, the customer details are ready...

In Chartered Accountant Practice "Customer Management" part a single customer can have multiple identities for each departments for which they are...

Customer Index: Customer Index is basically about sorting the customer details by- Customer Name File Number Department Group Constitution B...

Customer Group Import:  You can create multiple groups in bulk.  Navigate to main menu Select "Import ---> Customer...

Customer Listing: In this 3 type of customer listing you can easily view,edit, delete customer record. Below are the way to view all customers: 1. D...

Document Repository: Document repository gives you access of all the document(s) of clients. Be it a core document or task related document you ca...

How to delete multiple customer in one go: User can be able to delete multiple customer's in bulk. For this please go to Customer --->I...

How to update customer records using Excel? Update existed customer record in single click. for this please go to Customer ---> click on Import. ...