Customer Management records
Create and manage supported records from one connected workspace.
Customers
ग्राहक
Customer Management built for one connected workspace.
Keep contact details, sales or service history and outstanding balances in one place.
सौंपे गए काम के अनुसार पहुँचभूमिका से नियंत्रितजुड़े हुए रिकॉर्ड
ग्राहकसुविधा का अवलोकन
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.
ग्राहक के लिए ज़रूरी सुविधाएँ
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.
4 स्पष्ट चरणों में ग्राहक इस्तेमाल करें
- 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.
मौजूदा बिज़नेस पैक के ज़रिए उपलब्ध
सामान्य प्रश्न
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.
ग्राहक इस्तेमाल करने के लिए तैयार हैं?
कार्यक्षेत्र बनाएँ, फिर अपने काम के लिए ज़रूरी बिज़नेस पैक और पहुँच सक्रिय करें।