Customers Management

How to Create New Customer

1. To create new customer contact, on your dashboard click Customers button.

2. To manually add a new customer, click the 'Add New Customer' button. This will open a blank form where you can enter the contact details."

3.  Start by filling in the essential information like company, phone number, office address, and email address. Make sure to double-check all fields for accuracy."

4.  Then click Save or Save and create contact.

How to Add New Customer Contact

1. To create new customer contact, open the customer profile in the admin area that you want to create the contact then click on the tab Contacts.

2. To create new contact related to this customer click on the New Contact button.

3. Fill out the Contact form.

• Firstname – Contact first name

• Lastname – Contact last name

• Position – Contact position in a company

• Email – User for login and receiving emails within Perfex CRM

• Phone – Contact phone

• Password

• Primary contact – Check to be the primary contact. If this is the first contact this field will be auto checked and no ability to disable.

• Do not send welcome email – Check if you don’t want to send welcome email to this contact. This option can be disabled on Setup->Email Templates ->  New Customer Added/Registered (Welcome Email).

If you disable this email template a welcome email won’t be sent event if this field is not checked. 

• Send set new password email – An email will be sent with a link the contact to set a new password.

 The link will be valid 48 hours. 48 hors.

• Permissions – Default contact permission can be assigned from Setup->Settings->Customers. If the contact doesn’t have any permissions and menu items from the customers area will be hidden too.

4. Click Save.

How to View Customers Statement of Account

1. Go to Customers

2. Choose customers click View

3. Go to Statement 

4. Select coverage period to see customers account summary.

How to View Customers Sales Report

Customer report can be generated from the Reports feature. 

1. On your dashboard select Reports > Sales

2. Choose Sales Report you need to view.

• Invoices Report

• Items Report

• Payments Received

• Credit Notes Report

• Proposals Report

• Estimates Report

• Customers Report

3. Select coverage period.