Customers and contacts

You can find here basic information about adding new customers and creating new contacts and assigning them to customers.

Add new customer account - You can create new customer account either by using standart wizard or by using quick formular option. 

Add new contact - Each contact can be assigned to customer account. You can create multiple contacts for each customer and decide, which one will be main contact. 

Set places, devices and consumables - Set additional information about the newly created customer.

Assign operator to customer accont - Assign operator to customer account

View Records of the customer - view the history of changes, all requests and periodical tasks related to a chosen customer