Manage companies under Customers and people under Contacts (sidebar group Customers).

Create a customer

1. Open Customers and click the add button (opens /customers/new).
2. Fill the name and the main details (code, tax ID, phone, email, address).
3. Pick values from the dropdowns: Customer Category, Payment, Lead From, Seller, country, region and state.
4. Save. Click a row in the list to open the detail page.

Create a contact

1. Open Contacts and click the add button.
2. Fill the person's details and link the customer.
3. Save. The contacts grid has a row action to generate a report for the contact.

Useful grid columns (Customers)

Tips

• A customer can also be reached from a CRM record, a Quotation or an Order.
• A CRM record can be converted into a contact with the Convert to Contact action.
• Customers also has an analytics page (/customers/analytics).