Customers

The Customers module, accessible from the main menu, allows you to create, manage and import customers.

You can also filter and sort the database by adding or removing columns from view.

Tutorials

• Creating Customers
• Modifying Customers
• Importing Customers

 FAQs

• How do I activate the sending of SMS notifications to my customers?
• Can I import my customer data into PDM Web?
• How do I add or amend a note or other defaults on a customer record?
• What action should I take if a customer is deceased?