Set credit limit warning
Import zip entries from Geonames
Select individually the partner visibility on each company
Manage Agreements, LOI and Contracts
Separate Customer & Vendor Menu
Open Child contact full view like main contact
Partner Department
Added Smart button on contact view that will take you to attached documents of the record.
This Module helps us to set the Credit Limit and Credit Days for the Customers based on their Credits and also based on Customers Due Amount Approvals can be raised by Users and the same can be approved or processed by Managers based on Customers.
Customer Reviews
Import Contacts From VCF File
Have split first and other names
Adds a postal address in address types
The company and the partner name are on two different lines
Have split first and second lastnames
Export contacts with companies detail in organised format.
Manage agreements in partner portal
Manage contracts in partner portal