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

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

Login to dashboard click customers and on the left side there is a button New Customer. PermissionsWhat permission this customer will have in the customers portal. Example: if you turn off the support system th...

We assume that you already have created the proposal. Click on the mail icon from the right side and popup with the preview email template will be shown.You can include the proposal link inside the email te...

If you don't want to give permission VIEW for staff members to be able to see all customers you can assign staff members as admin to specific customer/s. Go to the customer profile from the admin area and click on the Customer Admins tab....

To create new customer contact, open the customer profile in the admin area that you want to create the contact then click on the tab Contacts. To create new contact related to this customer click on the New Contact button....

With Loomy360 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 to navigate to the customer profile from the admin area and click on...