CRM: customers, contacts and suppliers
How to manage, track and report on your customers, contacts and suppliers
3 articles
- Merge companies/customersMerge duplicate companies or customers in Zigaflow, choosing which record to keep so quotes, jobs and contacts move onto the remaining one.
- Credit limitsSet a credit limit for a customer, see how remaining credit is calculated, view the credit breakdown and find where limit warnings appear.
- Set a customer's tax codeIf a customer has a tax rate set, Quotations, etc., will use that instead of the item codes when items are added.