Within the customer page, you can view the Quotes, Documents, and Orders linked to your customer.
Quotes
On this page, you can view the quotes linked to your customer. You can also create a quote here, but first, you need to create a new deal.
It is possible to use both company-type and person-type customers, but keep in mind that if you use a person-type customer, your deal will not have a contact (person-type field).
On this page, you can view both quotes and products, with the option to change the view.
Documents
On this page, you can see all documents linked to your customer.
To use documents for a customer, you must first have a customer document created in the account.
You can access it via: Administration > Document Templates > Customer Document
After creating a document, you will be able to view it on the customer page, just like the proposal. On this page, you can also change the view between documents and products.
Orders
On this page, you can view all orders linked to your customer. You can generate a linked order and also change the view between order and products.
Deals
When you create a deal for a customer, all activities related to that deal can also be viewed directly on the customer page.
For more information about how the Deals module works, click here.
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