Allow List - User in this list will have access to all customer database. 1. From your Main Dashboard, go to Common Data and click on Customer  2. Tap on  and choose 3. Then click...

Further classify or tag your Customers according to your own definition. Whether by Product they are interested in, or by Advertisement Media Code they are attract with, etc. 1. From your Main Dash...

Customer Sharing Option - Set Rules for Customer sharing. 1. From your Main Dashboard, go to Common Data and click on Customer  2. Tap on  and choose   3. Then click on  ...

1. From your Main Dashboard, go to Common Data and click on Customer  2. Tap on  and choose          

Use AREA setting to group your Customer database. This feature will helps you to manage the Visitation effectively and cost saving. eg: Visit the Customer in the same area would be cost effect...

1. From your Main Dashboard, go to Common Data and click on Customer  2. Tap on  and choose  3. Then click Tick on checkbox "Contact"

You have an option to set what sort of information to be entered by the user into their Customer based. The Required Field Setting allows you to defined what Information Field is required during ADD...