Customer Activity

View Customer Details

In Customers Click on the Action menu (3 vertical dots) for the customer that you would like to view and click the View button

You can see all the details of the Customer

Edit Customer

In Customers Click on the Action menu (3 vertical dots) for the customer which you would like to edit and click the Edit button

Add all edit details and Save

Delete Customer

In Customers Click on the Action menu (3 vertical dots) for the customer which you would like to edit and click the Delete button

Give your confirmation in the popup and the record will be deleted

Create a Task for the Customer

In Customers Click on the Action menu (3 vertical dots) for the customer to whom you would like to add Task and click the Task button

Enter the details on the Task page and save the form

Create a Call Log for the Customer

Hover the mouse on Customer and click on the Action menu (3 vertical dots) for the customer to which you would like to add a call log and click the call log button

Enter the details in the call log page and save the form

Create a Meeting for the Customer

Hover the mouse on the customer and click on the Action menu (3 vertical dots) for the customer for which you would like to add a meeting, and click the Meeting button

Enter the details on the meeting page and save the form

Create Follow Up for the Customer

Hover the mouse on the customer and click on the Action menu (3 vertical dots) for the customer to which you would like to add follow-up and click the Follow-Up button

Enter the details on the follow-up page and save the form

Last Updated 11 December 2025