Customers, Vendors & Prospects

[admin]

Centralized database

Stores comprehensive information for customers, prospects, and suppliers, including names, addresses, phone numbers, emails, and VAT numbers.



Contact and address management

Allows for multiple contacts and addresses associated with a single third party, such as different delivery or accounting addresses.



Transaction history

Links all related documents and events, including proposals, orders, invoices, and emails.



Categorization

Enables you to classify third parties into categories like "customer," "supplier," or "partner".

Event tracking

Provides a log of all past and future events related to a third party, such as meetings or calls.

Import/Export

Supports importing third parties from external files and exporting data for analysis.

Customization

Allows for the addition of custom fields and the configuration of notification preferences.