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 Remove ranzhi from the address
- 2.7 Data Backup
- 2.8 Install Ioncube
- 2.9 Install php-zip
- 3 CRM
- 3.1 Basic Workflow
- 3.2 Add Product
- 3.3 Add Customer
- 3.4 Create Order
- 3.5 Sign Contract
- 3.6 Manage Contacts
- 3.7 Manage Lists
- 3.8 Manage Supplier
- 3.9 CRM Settings
- 3.10 CRM Reports
- 4 OA
- 4.1 Todo
- 4.2 Review
- 4.3 Announcement
- 4.4 Attendance
- 4.5 Leave
- 4.6 Makeup
- 4.7 Overtime
- 4.8 Business Trip
- 4.9 Reimbursement
- 4.10 Lieu
- 4.11 Egress
- 4.12 Holiday
- 4.13 Settings
- 5 Cashflow(Cash)
- 5.1 Introduction
- 5.2 Basic Settings
- 5.3 Add Bank Account
- 5.4 Manage Account
- 5.5 Keep Account
- 5.6 Batch keep accounts and import
- 5.7 Reconciliation
- 5.8 Report
- 6 Project (Proj)
- 6.1 Project Workflow
- 6.2 Create Project
- 6.3 Create Task
- 6.4 Actions in a project
- 6.5 Action Views
- 6.6 Actions in a task
- 7 Document(Doc)
- 7.1 Introduction
- 7.2 Create Document Library
- 7.3 Create Document
- 8 TEAM
- 8.1 Introduction
- 8.2 Settings
- 8.3 Modules
- 9 Administration
- 9.1 Settings
- 9.2 User
- 9.3 Privileges
- 9.4 Apps
- 9.5 Email settings
- 10 Integration(ips)
- 10.1 Introduction
- 10.2 Integrate ZenTao
- 11 Customization
- 11.1 Get Ready
- 11.2 Zdoo Directory
- 11.3 Find the Code
- 11.4 Database Structure
Add Customer
- 2016-09-01 09:05:53
- tengfei
- 2233
- Last edited by Renee on 2019-08-12 11:12:50
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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