Managing Customers

Managing customer details efficiently is crucial for maintaining seamless operations and providing exceptional service. This section covers all essential actions related to customer management, including viewing comprehensive customer details, editing profiles to update information, and deleting records when necessary. With these tools, you can ensure accurate and up-to-date customer information, enhancing both customer satisfaction and organizational efficiency.

📄️ Adding a New Customer

To add a new customer, follow these steps:

📄️ Managing Active Customers

As part of managing active customers, you can perform the following tasks:

📄️ Managing Inactive Customers

As part of managing inactive customers, you can perform the following tasks:

📄️ Migrating Customers to Corporates

To migrate active customers to corporates, follow these steps: