Customer

How can I create new customer in Zuper?
A Customer can be created in Zuper by one of three different ways. An user can create customer by using the shortcut option on the dashboard. An user ...
Wed, 5 Sep, 2018 at 3:44 PM
How do I edit customer details?
Existing Customer details can be edited in Zuper. Select the particular customer for whom the details need to be changed.  1) Open the customer detai...
Thu, 30 Apr, 2020 at 4:14 PM
How do I add notes to a customer?
Notes can be added by the admin or Team leader. Notes can be of any format either it can be of text or image or video or any doc.   Notes can be added t...
Thu, 30 Apr, 2020 at 11:33 AM
How to view the job of an individual customer?
To view the list of jobs of a particular customer,  1) You need to click on the 'Customers' option on the menu on the left side.  2) It will loa...
Thu, 30 Apr, 2020 at 11:37 AM
How to view the Quotes of an individual customer?
To view the list of Quotes of a particular customer,  1) You need to click on the 'Customers' option on the menu on the left side.  2) It wil...
Thu, 30 Apr, 2020 at 4:17 PM
How to view the Invoices of an individual customer?
To view the list of Invoices of a particular customer,  1) Click on the 'Customers' option on the menu on the left side.  2) It will load the...
Thu, 30 Apr, 2020 at 4:20 PM
How to Deactivate the Customer ?
In Zuper, If you would like to deactivate the customer from the list,  1) Click on Customers > Select the Customer > Click on More Action on the t...
Thu, 30 Apr, 2020 at 4:23 PM