Customer Management records
Create and manage supported records from one connected workspace.
Customers
Customer Management
Customer Management built for one connected workspace.
Maintain customer profiles, history and balances.
Workspace scopedRole controlledConnected records
Customer ManagementFeature overview
Customer Management built for one connected workspace.
Maintain customer profiles, history and balances. KharchaBill keeps the related record in the active workspace and applies the user permissions configured for that workspace.
Everything you need for customer management
Workspace scoped
Records are isolated to the active workspace and its operating context.
Permission aware
Available actions follow assigned roles and explicit permissions.
Connected reporting
Related activity can feed supported financial or operational reports.
Use customer management in 4 clear steps
- 1Open Customer ManagementUse the feature in a workspace where it is enabled.
- 2Add the recordEnter the required details and review validation.
- 3Manage activityUpdate the record using the actions allowed by your role.
- 4Review resultsUse related lists and reports to understand recorded activity.
Available through current Business Packs
Common questions
Which Business Packs include Customer Management?
The feature page shows the current Business Packs linked to this capability in the database. Availability also depends on the active workspace entitlement and user permissions.
Is Customer Management workspace scoped?
Yes. Business records are resolved within the active workspace and authorised operating context.
Can team access be limited?
Yes. Owners and administrators can assign supported roles and permissions.
Ready to use Customer Management?
Create your workspace, then enable the Business Pack and access your work requires.