Easify User Guide...



Customers

Your products are all for nothing without customers to sell them to...

Easify provides you with an easy to use, yet powerful means of recording your customer details.

And when it comes to raising quotes & orders you can simply drag a customer from the customers window and drop them onto the open order.



You can access the main Customers window either by clicking the Customers button in the bottom left of the Easify main window, or by selecting Customers->View Customers from the main menu.

The main customers window provides you with a list of all of the customers you have added to Easify, with the most recently added appearing at the top.

When you select a customer in the list by clicking them, the lower left pane of the customers window displays any notes that have been added to the customers details, the lower right hand pane displays the customers order history. You can double click any of the orders in the order history to open the order.

You can find a particular customer by means of the search box at the top of the customers window. Simply enter a search term and click the button.

Customers can also be filtered by the relationship they have with your company i.e. whether they are a prospect, lead or active customer, and also by their type using the Relationship and Type drop down lists.

To view or edit a customers details, double click the customer in the list. Alternately select the customer in the list and click the button.

To add a new customer click the button.

To delete a customer select the customer and click the button.
Note: You can only delete a customer if they have no orders or quotes associated with them.

You may also access the above features via the main menu.


Note: You will only see the documents tab in the lower right pane if you have the document management system enabled.

If you have enabled the document management system, you can drag and drop customer documents such as PDF files, images, Word DOC files etc... into the Documents tab. Doing this will instantly store the documents in the Easify document management system allowing them to be quickly and easily accessed by any of your Easify users.