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Introduction

FirstOffice's normal Customer register: please click here for a full description. The CRM and Mail Value Pack adds a Classification field to the 'Contact' card of the Customer record: this is related to the Customer Classifications setting. It provides a means of grouping Customers of a similar type together. You can use it as a reporting and mailing criterion in the Sales Support module and in the Sales Ledger (descriptions of these reports can be found here). Each Customer may have more than one Classification, separated by commas.