View Customers
This function allows users to access and view detailed information about a specific customer. It typically includes data such as the customer's name, address, contact details, account status, and any special instructions or notes. Viewing the customer details helps users understand the specifics of a given customer, which can be crucial for maintaining strong customer relationships and ensuring smooth operations.
The "Edit Customer" functionality enables users to update or modify the existing information about a customer. This can include changes to the customer's address, contact details, account status, billing information, and any other relevant information. Editing ensures that the customer's information remains accurate and up-to-date, which is essential for effective customer relationship management and operational efficiency.
This function allows users to remove a customer from the system. Deleting a customer might be necessary if the business no longer works with that customer, if the customer account was added by mistake, or if the customer has been inactive for a long period. Removing outdated or irrelevant customer records helps keep the customer database clean and organized. Before deleting a customer, it is important to ensure that all necessary records and historical data are maintained.
Effectively add new customers to FinsinTMS by entering important details such as company name, contact information, shipping address, payment preferences and more. Ensure seamless integration with existing customer databases to increase operational efficiency.