How to Access Customers?

  1. Upon successful login, expand the Sales module from the left navigation bar.
  2. From the list of options revealed, click Customers. Doing so takes you to the My Customers screen.
  3. Here, all the created customers are listed. Information is tabulated via various columns that include Customers, Email, Overdue Receivables, Overdue Claims, Connection, and Status.

  4. Clicking a customer row opens the Customer sheet where all the details of the selected customer are displayed.