Customers

Manage your business

  • View customers from any Sage BusinessVision company.
  • A powerful search engine allows agents to quickly locate any customer from any partial piece of information (Name, Address, phone etc...)
  • Instant overview of customer information including: Quotes, Products, Calls, Cases, Appointments, E-Mails and more.
  • Audit changes to business data with automatic notification.
  • Enable role-based access and permissions to accounts and data.
  • Restrict users to any number of settings including the ability to view own customers only.

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