Managing Customers

Managing Customers

Menu Path: Setup > Common > Companies > Customers tab
Accessible to: Application Administrator

This tab will be visible automatically when one of the following features or modules are activated -
1. Project module
2. Field Force Management module
3. Advanced Helpdesk module


- Customer code is auto generated
- You can delete a customer if it has not been used in any process
- You can deactivate a customer at any point of time and after deactivation it will not be visible in subsequent records

 

 



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