CUSTOMER MANAGEMENT
Here your entire Client Management will be taken care.
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...
Thu, 9 Nov, 2023 2:16 PM
How to delete multiple customer in one go:
User can able to delete multiple customer's in one go just by selecting them customer by clicki...
Fri, 10 Nov, 2023 6:54 PM
How to update customer records using Excel?
Update existed customer record in single click. for this please go to Customer ---> click on Import.
...
Fri, 10 Nov, 2023 6:56 PM
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...
Fri, 10 Nov, 2023 7:06 PM
How to tag multiple customer with services in ERPCA?
Place a checkbox against work category column against the customer name
OR
Download customer...
Fri, 10 Nov, 2023 7:10 PM
How to view group wise tasks and bill in ERPCA Customer Portal?
In Customer portal you can view respective group wise customer name in drop down. View...
Fri, 17 Nov, 2023 5:27 PM
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...
Mon, 18 Dec, 2023 9:40 AM
Customer Web Portal:
from ERPCA user login you can start using customer web portal for this your need to Enable Customer Portal first and then add Use...
Tue, 14 May, 2024 6:02 PM