Customer Settings

Create Categories to assign to your Customers. Adding Customer Categories will assist with filtering on screen and reporting

Customer Territories may be defined to have any meaning useful to the users. In its most basic form this could be regional eg EMEA, APAC, AMERICAS etc.

A Customer Account Manager Group can be created and added to specific Customers. This allows you to have more management of your Agent's Zedonk Access, to…

Customer Priorities are internal references only and are not listed on any customer facing documents. Customer Priorities added to Customer entries pull…

You can create and assign an 'On-Hold Status' for your customers. This will define what users can and cannot do when processing orders for a Customer with an…

Enter shipping terms offered to your Customers

Create all your payment terms here and then assign them to Customer records

You can add internal notes to your Customer record and create Tags to help you manage these