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Configuration guide
Configuration guide
  • Introduction
  • Customer Relationship Management (CRM)
  • Administration
  • Stevedoring
  • Financial
  1. Home
  2. Customer Relationship Management (CRM)
  3. CRM

    Add customers and edit their company profiles in the CRM module.

  4. Adding a customer
  5. Adding a role
  • Customer Relationship Management (CRM)
    • CRM Configuration
    • CRM

      Add customers and edit their company profiles in the CRM module.

      • Navigation
      • Adding a customer
        • Adding general information
        • Adding an address
        • Adding a contact
        • Adding bank data
        • Adding a role
        • Adding a property
        • Editing settings
        • Adding an attachment

Adding a role

Add a customer and fill in general information.
  1. Click the Roles tab.
  2. Click .
  3. Select a company role from the drop-down menu as configured in the Configuration menu.
  4. If necessary, click the Internal Company and Cost Centre fields to edit them.
  5. Click in the task bar to save any changes.
Next, you can add properties.
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