Customer Management records
Create and manage supported records from one connected workspace.
Customers
ಗ್ರಾಹಕರು
Customer Management built for one connected workspace.
Keep contact details, sales or service history and outstanding balances in one place.
ನಿಯೋಜಿಸಿದ ಕೆಲಸಕ್ಕೆ ತಕ್ಕ ಪ್ರವೇಶಪಾತ್ರದ ಮೂಲಕ ನಿಯಂತ್ರಿತಸಂಪರ್ಕಿತ ದಾಖಲೆಗಳು
ಗ್ರಾಹಕರುಸೌಲಭ್ಯದ ಅವಲೋಕನ
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.
ಗ್ರಾಹಕರುಗೆ ಅಗತ್ಯವಿರುವ ಸೌಲಭ್ಯಗಳು
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 ಸ್ಪಷ್ಟ ಹಂತಗಳಲ್ಲಿ ಗ್ರಾಹಕರು ಬಳಸಿ
- 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.
ಪ್ರಸ್ತುತ ವ್ಯಾಪಾರ ಪ್ಯಾಕ್ಗಳ ಮೂಲಕ ಲಭ್ಯ
ಸಾಮಾನ್ಯ ಪ್ರಶ್ನೆಗಳು
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.
ಗ್ರಾಹಕರು ಬಳಸಲು ಸಿದ್ಧವೇ?
ಕಾರ್ಯಕ್ಷೇತ್ರ ರಚಿಸಿ; ನಂತರ ಕೆಲಸಕ್ಕೆ ಬೇಕಾದ ವ್ಯಾಪಾರ ಪ್ಯಾಕ್ ಮತ್ತು ಪ್ರವೇಶ ಸಕ್ರಿಯಗೊಳಿಸಿ.