Customers
Set up your customers: companies and contacts, tags, and the pricing and products each customer can see.
Companies and Contacts
- Guide: Customers in Allmoxy
- Add customers: sign-up, add by hand, or import a list
- Review new sign-ups and keep fake accounts out
- What your customers see and can do (customer permissions)
- Edit, deactivate, merge or delete customers
- Use notes, tasks and announcements
- Export your customer list and email your customers
- "The email is already taken" when adding a contact