Customers
How to Update Customers Details?
Updating customer details is simple and helps keep your records correct. This guide will show you the easy steps to change customer information in the portal. Step-by-Step Guide to Update Customer Details: 1. Select the Customer Navigate to the ...
How to Export Customers List?
The customer refers to an individual registered as a user in the client's portal. Clients have the ability to add customers directly through their portal and can also make edits to customer information as needed. Step-by-Step Guide to Export ...
How to Add New Customers?
The customer is the individual who is registered in the client's portal as a user. Customer can be added by the clients themselves by using their portal. They can add a customer and can also edit them if they want. Step-by-step guide on How to add ...