The Customer Module in YoBoox SaaS provides you with a comprehensive view of your customer base and enables efficient management of customer-related tasks. Here\u2019s what you can expect from this module:<\/p>\n\n\n\n
Customer List<\/strong> Customer Details View<\/strong> Proposal Details View<\/strong> Invoice List<\/strong> Invoice Details View<\/strong> Additional Functions<\/strong> With the Customer Module in YoBoox SaaS, you have all the tools and capabilities you need to efficiently manage your customer relationships and drive business growth.<\/p>\n\n\n\n <\/p>\n","protected":false},"featured_media":0,"parent":0,"menu_order":12,"comment_status":"open","ping_status":"closed","template":"","meta":{"pagelayer_contact_templates":[],"_pagelayer_content":"","nav_title":"","positive":"","negative":"","footnotes":""},"docs_category":[],"class_list":["post-90","docs","type-docs","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.yoboox.co.zw\/index.php?rest_route=\/wp\/v2\/docs\/90","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.yoboox.co.zw\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.yoboox.co.zw\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"replies":[{"embeddable":true,"href":"https:\/\/help.yoboox.co.zw\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=90"}],"version-history":[{"count":3,"href":"https:\/\/help.yoboox.co.zw\/index.php?rest_route=\/wp\/v2\/docs\/90\/revisions"}],"predecessor-version":[{"id":94,"href":"https:\/\/help.yoboox.co.zw\/index.php?rest_route=\/wp\/v2\/docs\/90\/revisions\/94"}],"wp:attachment":[{"href":"https:\/\/help.yoboox.co.zw\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=90"}],"wp:term":[{"taxonomy":"docs_category","embeddable":true,"href":"https:\/\/help.yoboox.co.zw\/index.php?rest_route=%2Fwp%2Fv2%2Fdocs_category&post=90"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Access a list of all your customers, displaying essential details such as customer ID, name, contact information, email, balance, and last login. An action column allows you to perform actions such as editing, deleting, or viewing customer details.<\/p>\n\n\n\n
By clicking on a customer ID, you can delve deeper into the customer\u2019s profile. This view provides comprehensive information including customer info, billing info, shipping info, and company info. Additionally, you\u2019ll find a list of proposals associated with the customer, displaying details like proposal ID, issue date, amount, and status. The action column allows you to perform actions such as converting a proposal into a retainer or invoice, duplicating a proposal, viewing proposal details, editing proposals, or deleting proposals.<\/p>\n\n\n\n
Clicking on a proposal ID allows you to access all the important details regarding that proposal. You can review information such as the proposal issue date, amount, status, and more.<\/p>\n\n\n\n
View a list of invoices associated with the customer, displaying details such as issue date, due date, amount due, and status. An action column provides options to duplicate invoices, view invoice details, edit invoice details, or delete invoices.<\/p>\n\n\n\n
Clicking on an invoice ID allows you to access all the crucial details regarding that invoice, facilitating efficient management and tracking of invoice-related information.<\/p>\n\n\n\n
At the top of the page, you\u2019ll find buttons that enable you to perform various actions such as creating new invoices, creating proposals, generating customer statements, editing customer details, and deleting customers. These functionalities empower you to manage your customer relationships effectively and streamline your business processes.<\/p>\n\n\n\n