Customers

In the Customer Management → Customers area, it is possible to search for, create or change customer data. In the customer overview, the contents of the following fields can be searched using the search function:

• No.

• Company

• Addendum

• Street

• Country

• POSTCODE

• Location

• Comment

Furthermore, individual filters can be generated via the Edit button. Thus, for example, customers can be displayed who are located in a certain postal code region.

The customer overview can be exported as an EXCEL file via the Export button.

To create a new customer, click on the New button.

The registration link button allows you to send a potential new customer a link via email, which they can then use to register with you as a new customer.

Copy the link and send it to your customer.