How to Add Notes against Customers?

How to Add Notes against Customers?

How to Add Notes against Customers? Almost every customer has a set of preferences or key information about them and noting them down or missing the details can make all the difference. To record and track this useful information about … Continued
How can I view all the history of any customer?

How can I view all the history of any customer?

How can I view all the history of any customer? To view details of a customer and their past orders, click on Edit icon against a customer record. You will be taken to the Customer CRM page for that particular customer.   The … Continued