Cin7 Core - Updating Customer Records

If you would like to know more, book a call with us - bluehub.co.uk/...
This video provides a detailed walkthrough of updating customer records within the system.
Highlights
💡 The customer record includes important details such as name, status, currency, payment terms, accounts receivable, and more.
💼 Customers’ addresses, contacts, default templates, sales history, and product prices can be managed within the record.
🛠️ Custom attributes and tags can be added to customer records for better organization and reporting.
📎 Attachments and activity logs can be stored and accessed within the customer record for easy reference.
💻 Updating customer information is as simple as making changes to the fields and clicking save.
If you would like to book a call with us to know more, please click here - bluehub.co.uk/...