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KharchaBillKharchaBill est un produit de ManchLabs.
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Centre d’actions client

Customer Action Hub built for one connected workspace.

Attach secure payment, feedback and follow-up actions to records.

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Accès selon les tâches attribuéesContrôlé par les rôlesEnregistrements associés
KharchaBill Centre d’actions client workspaceCentre d’actions client
Présentation de la fonctionnalité

Customer Action Hub built for one connected workspace.

Attach secure payment, feedback and follow-up actions to records. KharchaBill keeps the related record in the active workspace and applies the user permissions configured for that workspace.

Fonctionnalités principales

Tout ce dont vous avez besoin pour Centre d’actions client

Customer Action Hub records

Create and manage supported records from one connected workspace.

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.

Fonctionnement

Utilisez Centre d’actions client en 4 étapes claires

  1. 1
    Open Customer Action HubUse the feature in a workspace where it is enabled.
  2. 2
    Add the recordEnter the required details and review validation.
  3. 3
    Manage activityUpdate the record using the actions allowed by your role.
  4. 4
    Review resultsUse related lists and reports to understand recorded activity.
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À qui cela s’adresse

Disponible dans les packs métier actuels

Personal FinanceRestaurant PackRetail Shop PackClinic PackTransport PackGeneric Business PackSalon & Spa PackGym & Fitness PackRepair & Service PackFreelancer & Agency PackDistributor & Wholesale PackPet Care PackLaundry & Dry Cleaning PackSchool Operations PackParking Management PackCoaching & Tuition Pack
Questions fréquentes

Questions courantes

Which Business Packs include Customer Action Hub?

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 Action Hub 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.

Prêt à utiliser Centre d’actions client ?

Créez votre espace, puis activez le pack métier et les accès nécessaires à votre activité.

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