Easify V3 is no longer supported.

For continued support and to get the latest features we recommend that you upgrade from V3 to V4 as soon as possible.

NOTE: This help article refers to Easify Version 3 which is no longer supported.

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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.

You can customise the columns that you see in the Customers screen by right clicking the list of customers and selecting Customise Columns
Note: You can only view columns that you have permission to show, you can set column permissions per user in Easify Security->Manage Users menu. 

The customer list can be sorted by clicking the heading above the column that you want to sort by i.e. Name, Email, Customer Relation, Customer Type etc...

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.

Customer Details Panel
The lower half of the customers Window consists of the Customer Details Panel. This provides quick realtime access to information about the currently selected customer.

If the customer details panel is not visible you can click the button on the toolbar at the top of the Customers Window to show it.

The customer notes panel in the left of the customer details panel displays any notes that you have entered about the customer. 

Order History
The Order History tab displays a list of the orders that have been raised for the currently selected customer.

Double clicking the order will open it for viewing or editing.

You can right click on an order and select Create Copy of Selected Order to create a copy of it.

Note: You will only see the documents tab in the customer details panel 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.

Product Sales History
The Product Sales History tab displays a list of all of the products that the selected customer has purchased for a given time period.

For more information about the Product Sales History feature in Easify click here.


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