The CRM Settings section allows you to manage customer data and related address information within the system. It provides tools to track customer activity, organize contact details, and maintain accurate records.
Customers
The Customers section provides an overview of all customers in the system, along with key insights and performance indicators.
Dashboard Overview
At the top of the page, you can view:
- Total Customers
Displays the total number of registered customers. - Repeated Customers
Shows customers who have made multiple purchases. - New Customers
Indicates newly added customers over a selected period. - Customer Reports
Visual graphs showing customer trends (e.g., weekly or monthly growth).
Customer List
Below the dashboard, you can view a table containing:
- Customer Name
- Country
- ZIP Code
Available Actions
You can:
- Add a new customer
- Edit existing customer details
- Export customer data
- Import customer data
Addresses
The Addresses section allows you to manage all address records مرتبطين بالنظام.
Address Categories
You can filter and view addresses based on:
- Customers
- Warehouses
- Suppliers
- Companies
Address List
Each address record includes:
- Name
- Country
- ZIP Code
Available Actions
You can:
- Add a new address
- Edit existing addresses
- Export address data
Notes
- Customer and address data are interconnected across the system.
- Keeping this data accurate ensures better reporting, shipping, and communication.
