Learning Center
Customer Details
View Customer Details
- The admin user can view the details of the customer when they click on the request in the customer list.
- The user is able to view, add, edit, or delete the contact person’s information through the contacts list.
- Primary contact information is important and needs to be accurate, as it will be shown to the workers to contact about task issues.
- The user also able to view the customer related quotation, job, invoices, payments record and so on through the customer details page.