This category contains various sections and keywords from the customers tab.
By Shahid1 author15 articles
How to create and edit customer records?
How to enable customer portal access for contacts?
How to manage customer life cycle?
How to upload customer documents?
How to set up shipment notifications for customers?
How to create contacts for customer?
How to view customer account statements?
Accessing customer dashboard
How to manage customer-specific margins and charges?
How to view customer status report?
How to create and save filters for customer dashboard?
How to import customer records?
How to view customer audit history?
Accessing customer reports
How to create customer consignees and shippers?