Adding and Managing Customers
Learn how to add new customers, update their details and manage your customer database.
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Customer Management
Manage your customers, properties and contact information.
Working with Properties
Understand how to add properties and link them to customers.
Importing and Exporting Customers
How to bulk import customers from CSV files and export your customer data.
The Customer Record: Tabs and Timeline
Understand the customer profile - its tabs, activity timeline and related records.
Customer Types and Tags
Categorise customers with tenant-managed customer types and colour-coded tags.