Login to the dashboard click customers and on the left side there is a button New Customer. Permissions – What permission this customer will have in the custo...

You can enable/disable customer registration from Setup -> Settings -> Clients -> Allow clients to register. Your customers will be able to register at your base...

You can view all customer data like invoices, contracts, tickets, and notes, by clicking on the customer edit button, and on the right side you can view all customer activity to your company, also there is an option Login as a...

Go to the customer profile and click on the tab you want to export data eq. invoices Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file....

With Pixie CRM you have the option to set customer reminders. This option allows you to never forget anything about your customers. Setting customer reminders is very easy navigate to the customer profile from the admin area and click on th...

Customer report can be generated from the Reports feature.Select Report type Customer and the necessary report time you want to see about clie...

Follow the steps if you want to send set password link to your contact. 1. When creating a new contact When you are adding new contact only check the field Sent SET password link and not fill the password field.A...

Click Customers in Menu tab and select Contracts. To create new contact click on the New Contact button....

If you dont want to give permission VIEW for staff member to be able to see all customers you can assign staff member as admin to specific customer/s. Go to the customer profile from the admin area and click on the ...