Customer Management
Add and manage your companies and their contacts. Assign assets, control portal access, and maintain customer relationships in one place.
By George1 author4 articles
- What is a Company?Meta Description: Learn what companies are in Makula Field Service, how to manage customer, supplier, and distributor relationships, and how to access company records.
- Add a New CompanyLearn how to add a new company in Makula Field Service, including setting company type, address, and contact details.
- Company Details OverviewLearn how to navigate the company detail view in Makula Field Service and understand the information available in each tab.
- How to Edit or Delete CompaniesLearn how to edit company details or delete companies in Makula Field Service.