How to Manage Your Customers
Learn how to add, organize and manage your customers effectively in SigmaBoyERP.
Customer records are the core of SigmaBoyERP. Every sale, project, invoice and support ticket should point back to a customer.
Add a customer
Open Customers and create a company. Add contacts for the people you work with. Attach files that belong to the account rather than storing them only in email.
Keep the record current
Update billing details before you send invoices. Note the main contact so follow-up is not lost when someone leaves.
Use the customer profile
From one profile you can open related invoices, projects, tickets and notes. That is the operational view this CRM is built for.
Need more help? Help Center or Contact.