How to view an existing customer

Select the “CRM” Tab on the left-hand side of the screen.

The left-hand side of the screen show a list of the current customers.
The right-hand side of the screen shows the details of the specific customer.

Type the name of the customer in the customer block and click “search”.

Tabs explained:

Markup Policy – This Tab allows you to set special / different markup policies per customer:

Contacts – This Tab allows you to capture contact details of specific people within the customer:

Extranet Sections – This Tab allows you to show/hide certain services per customer:

Notes – This Tab allows you to make notes pertaining to the specific customer:

Attachments – This Tab allows you to attach documents to a specific customer:

Activity – This Tab shows information regarding the number of quotes and bookings processed for a specific customer, as well as a conversion percentage, non-confirmed bookings, and arrival numbers:

Figures – This Tab allows you to view the turnover and markup amounts for a specific customer:

History – This Tab allows you to see who created the customer, as well as all changes made on the customer’s profile: