Customer Management is a page where you can separately search for and manage customers who are subject to consultation.
You can enter the Customer Management page by clicking Quotation/Consultation > Customer Management.
You can scroll through the customer table to view customer information.
You can search by setting search conditions and scope based on the search range and each customer's information.
Click the [Reset] button to reset the search conditions.
Click [Consultation List] on the right to view all consultation records for that customer together.
Click [Edit Customer Information] on the right to edit that customer's information.
Last updated 5 days ago
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