Manage Customers
How to Manage Clients in WERK8
By Natalia and 1 other2 authors11 articles
- Additional contact numbers
- Import customers from bexio
- Create a new Customer (Business)
- Email and SMS chat with Customers
- Create a new Customer (Person)
- Delete a Customer
- Change the Primary Contact for a Customer
- Search for a Customer
- Manage Customer Information
- Discount for the customer
- Set a preferred contact method