Zdoo ManualBook Info
- 1 About Zdoo
- 1.1 About Zdoo
- 1.2 Zdoo Features
- 1.3 Technical Support
- 1.4 Zdoo License
- 2 Installation and upgrade
- 2.1 Source Code Package Installation (for all systems)
- 2.2 One-click Installation Package for Windows (Recommended)
- 2.3 One-click Installation Package for Linux
- 2.4 Upgrade Zdoo
- 2.5 Zdoo Cloud
- 2.6 How to install ioncube
- 3 CRM
- 3.1 Basic workflow
- 3.2 Add a product
- 3.3 Add a customer
- 3.4 Create an order
- 3.5 Sign a contract
- 3.6 Manage Contacts
- 3.7 Manage Lists
- 3.8 CRM settings
- 3.9 CRM reports
- 4 OA
- 4.1 Todo
- 4.2 Routine work
- 4.2.1 Project management
- 4.2.2 Add a project
- 4.2.3 Actions on a project
- 4.2.4 Add a task
- 4.2.5 Actions on a task
- 4.2.6 View Tasks
- 4.3 Notice
- 4.4 Document
- 4.5 Attendance
- 4.6 Leave
- 4.7 Overtime
- 4.8 Business trip
- 4.9 Reimbursement
- 5 CASH
- 5.1 Introduction
- 5.2 Basic settings
- 5.3 Add a bank account
- 5.4 Manage an account
- 5.5 Keep accounts
- 5.6 Batch keep accounts and import
- 5.7 Reconciliation
- 5.8 Report
- 6 TEAM
- 6.1 Introduction
- 6.2 Settings
- 6.3 Modules
- 7 Administration
- 7.1 Settings
- 7.2 User
- 7.3 Privileges
- 7.4 Apps
- 7.5 Email settings
- 8 Integration
- 8.1 Introduction
- 8.2 Integrate ZenTao
- 9 Customization
- 9.1 Get Ready
- 9.2 Zdoo directory
- 9.3 Find the Code
- 9.4 Database structure
Add a customer
- 2016-09-01 09:05:53
- tengfei
- 1741
- Last edited by Renee on 2018-12-05 16:14:55
1. Click "CRM"->"Customer".
2. Click "Add Customer" at the upper right of the page, then you can see the window shown below.
Note
1. You can choose whether you want this customer to be "public" or not. If yes, other salespersons can see this customer too.
2. You can also choose the size and class of a customer to differentiate their importance.
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