Client
In the Client section of user management in Plan A ERP, you can manage and maintain information related to your clients or customers. This section allows you to effectively organize and track client details within the system. Here are some key features and functionalities:
Add Client: You can add new clients to the system by providing their relevant information such as name, contact details, email address, and any other required details specific to your organization.
Edit Client: Modify the details of existing clients as needed. You can update their contact information, address, or any other relevant details to ensure accurate and up-to-date client records.
Delete Client: If a client is no longer associated with your organization or if their record needs to be removed from the system, you can delete their profile. Please note that deleting a client may impact any related data or transactions tied to that client.
By effectively managing client information within the user management section, you can maintain organized records, streamline communication, and provide personalized services to your clients. This enables you to better understand and serve your client base, ultimately enhancing customer satisfaction and driving business growth.
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