You can add internal notes to your Customer record and create Tags to help you manage these
Customer Settings - Customer Note Tags
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System Settings
Settings Home 3
My User Details & Alerts 3
General Settings 8
- General Settings - Company Details
- General Settings - Bank Details
- General Settings - Seasons & Exchange Rates
- General Settings - Seasons & Exchange Rates - Add New Season
- General Settings - Documents
- General Settings - Email Templates
- General Settings - System Settings
- General Settings - Data Purge
User Management 6
- General Settings - User Management - User Permissions
- General Settings - User Management - Add New User
- General Settings - User Management - Change Username
- General Settings - User Management - Edit User Details
- General Settings - User Management - Locked Out
- General Settings - User Management - Set Alerts
Product Settings 11
- Product Settings - Manufacturer Categories
- Product Settings - Product Categories
- Product Settings - Size Categories
- Product Settings - Add an Additional Size/s to an existing Size Category
- Product Settings - Customs Types
- Product Settings - BOM Material Types
- Product Settings - Default Manufacturing Type
- Product Settings - Markups - Wholesale
- Product Settings - Markups - Retail
- Product Settings - Product Note Tags
- Product Settings - Production Order Note Tags
Material Settings 5
Customer Settings 8
- Customer Settings - Customer Categories
- Customer Settings - Customer Territories
- Customer Settings - Customer Account Manager
- Customer Settings - Customer Priorities
- Customer Settings - Customer On Hold Status
- Customer Settings - Shipping Terms
- Customer Settings - Payment Terms
- Customer Settings - Customer Note Tags
Other Resources
- The Basics of Zedonk
- Onboarding Guide
- Webinars
- How-Tos
- Customers
- Manufacturers
- Suppliers
- Raw Materials
- Product Costings
- Sales Orders
- Production Analysis
- Production Book Out / Book In
- Purchase Orders
- Stock Allocation
- Product Stock Inventory
- Multi Locations
- Raw Materials Inventory
- Reports
- Barcode Module
- Umbrella System
- Scanning Module
- Digital Showroom - Line Sheets and Selections
- B2B Software Connectors
- Lingo EDI Connector
- Zedonk Sales App - iOS/Android
- Shopify Connector
- WooCommerce Connector
- Accounts Software Connectors
- Accounts Software CSV Export
- Hilldun Connector
- Fattura Elettronica Connector