Customer Category is very important to classify your Customer for better sorting of customer database and managing it in a correct manner. Example by the Industries they are in, or by the Serv...

Specifies where your Customer comes from. It is mainly used to manage your Sales Leads. Sales Leads comes from various sources, and it does not necessarily come from just Customers over the counter....

Set a Prefix for system auto generated account number for each Customer. 1. From your Main Dashboard, go to Common Data and click on Customer 2. Tap on and choose  3. Click on  &nb...