Manage Customer / Client Database Setup easily by following these steps ➖

Step 1➖ First Login to BORG Suite ERP.

Step 2➖ Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Mange Customer Option.

Step 3➖ Clicking on Manage Customer opens a new page where you can view a list of all Customers.

Step 4➖ Click the '+' button to add a new customer. This will open a form where you can enter their details.

Step 5➖ Fill the details of the Add Customer Form and click on Add Customer to add New Customer.

Step 6➖ Clicking the "+" button allows you to add another shipping address field.

Download Customer Details easily by following these steps ➖

Step 7➖ Click the 'Download (Blue Button)' button in the top right corner to download your customer data.

View Customer Details easily by following these steps ➖

Step 8➖ Click the “Eye Icon” from the Action Menu to see detailed information about the customer.

Step 9➖ Clicking the 'View Details' icon opens a Pop-up window displaying the Customer's details.

Edit Customer Details easily by following these steps ➖

Step 10➖ Click the pencil icon next to the customer in the Action Menu to Update their details.

Step 11 ➖Clicking the pencil icon opens a form to edit the customer's details. Update the information you need and click "Update Customer" to confirm the changes.

Add Log to Customer easily by following these steps ➖

Step 12 ➖To add a log for an existing customer, click the "Notes" icon (or "Log" icon) in the Action Menu next to the customer's details.

Step 13 ➖Click 'Notes Icon' to open the form and add a customer note. Then, click 'Submit' to save the log.

Delete Customer details easily by following these steps ➖

Step 14 ➖If you want to delete any Customer Detail click on the trash bin icon from the Action Menu to delete the Customer Detail which is next to the customer's details.

Step 15 ➖Clicking the trash bin icon shows a confirmation message. To delete the Customer Detail, click "Yes." Otherwise, click "Cancel" to cancel the deletion.

How to Upload, Onboard Customer's Details In Bulk from Admin Dashboard

Admin

August 17, 2024

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