Ploomes

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How to generate a list of customers who purchased this year

Customer link with Documents/Quotes/Orders

In this article, we’ll learn how to use the user profile permission hierarchy in the Clients module.

User Permissions in the Clients Module

Learn how to navigate the customer page and easily access all their information

Customer Screen

Murilo Silva

Gabriela Santos

Ítalo

Customers

Find answers and get help from Intercom Support and Community Experts

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