How to tag services with customer’s using create/add customer, customer matrix or through workflow in ERPCA?

There are many ways to tag recurring services with customers-

1. Create Customer/Edit customer – there is field called Assign Workcategories-Type and tag the workcategory along with client.

2. Customer Matrix – A table in customers’s module which has services listed column wise-Tick and tag the workcaterory along with the client.

3. Workflow – There is Assigned customer column at right hand side against the respective workcategory through which you can tag clients as well as mention the resource and fees.

This video you will help you understand the process.

Sign up for a free trial now. Visit now to learn about all the features and capabilities and how you can seamlessly run your business remotely while delivering the utmost client satisfaction.