Sales# (816) 898-8132 portal@portalams.com

About Customers & How To Add Them

What is a Customer?

Managing Customers

There are multiple attributes to every customer.

  • First Name
  • Last Name
  • Company
  • Email
  • Mobile & Office Phone
  • Address, City, State, Zip
  • Website
  • Custom Fields*

Custom Fields

Custom fields give you the ability to attach one or more completely custom fields to your customers.  You can store the customer’s birthday, a unique ID for your accounting software, or any other value.

 To Add A Customer:

  1. Click Customers in the left menu
  2. Click Add Customer (or Import from an excel spreadsheet)
  3. Enter all the pertinent details & any custom fields
  4. Click Save Customer

The new customer will now appear in your customers list.  You may sort, filter or search to find them.  Click the customer name for the full view of that customer detail.

 

 Duplicate A Customer:

  1. Click Customers in the left menu
  2. In the customer list, find the customer you wish to duplicate and click the ellipsis (far right) in that customer’s row.  Click Duplicate.
  3. Modify details & any custom fields as you wish.
  4. Click Save Customer

The new customer will now appear in your customers list.

 

Set yourself up as a customer!

Add yourself as a customer… then you can add your shop or warehouse as a location.  When you have assets that are sitting in the warehouse, you can track that by assigning it to the warehouse location.