Knowledge base
👥 Customer management
Customer records, companies, history and duplicates.
Customers, companies and why you need both
A person is a contact. An organisation is a company. Business support needs the distinction.
Read the article →Merging duplicate customer records
Duplicates are created by people writing from a second address. Merging is safe and reversible in effect.
Read the article →Using internal notes properly
The most useful and most dangerous field in the system.
Read the article →