CUSTOMER MANAGEMENT

Here your entire Client Management will be taken care.

HOW TO ASSIGN ACCOUNT MANAGER TO CUSTOMER
How to assign account manager to customer? You can set account manager to each customer's through this manager can track of that customer's ta...
Thu, 6 Feb, 2025 3:21 PM
CUSTOMER MATRIX-TAG MULTIPLE CUSTOMERS WITH SERVICES IN ERPCA
How to tag multiple customer with services in ERPCA? Place a checkbox against work category column against the customer name  OR Download...
Thu, 6 Feb, 2025 3:27 PM
IMPORT CUSTOMER GUIDELINES
Pre-condition - Do not use ' and " sign in excel In Import Customer - There are 2 ways to import Customer 1. Detailed 2. Minimal version. In...
Thu, 6 Feb, 2025 2:14 PM
CUSTOMER WEBPORTAL
Customer Web Portal: From ERPCA user login you can give the access to respective clients for the customer web portal. For this you need to Enable Cu...
Thu, 6 Feb, 2025 1:16 PM