Customers Department: Empower your customer management! Enjoy browsing and efficiently adding new clients in a few minutes with three diverse display options. To add a touch of flexibility, easily export data in four unique formats. Make the client management experience smoother and more effective.
• Customers Management: A comprehensive section that allows you to easily review your clients, with the ability to sort and filter data. Distinguish important and new clients, and quickly add new clients using automated guidelines. Additionally, users can export client data in various formats, with four available options.
• Improving Customer Services: Easily add new requests for clients from the customer page, monitor their status, whether they are active or inactive. You can also check if the client is on the blacklist. In addition, users can print each client's file in seconds.
Users can review their customer data through three unique display methods:
• Report View: Allows users to review a comprehensive summary of client data through an organized report.
• Cards View: This view provides a quick overview of each client through a summary card. The card contains concise and easy-to-understand information.
• Detailed View: detailed information about each client, allowing users to gain a comprehensive understanding of the client relationship.
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