Tag: Customer Management

Skip to content

Blogs
Home
Sample Page

General

2

How to Create and Manage Conversations
What is Cosmic ERP?

Accounting

28

How to View and Modify Bill Print Settings
How to View and Modify Receipt Print Settings
How to View and Modify Invoice Print Settings
How to View and Modify Proposal Print Settings
How to Create a Custom Field
How to Create a Unit
How to Create a Category
How to Create a Tax Rate
How to Create a Financial Goal
How to Create a Budget Planner
How to View the Trial Balance
How to View the Profit and Loss Statement
How to View the Balance Sheet
How to View the Ledger Summary
How to Create a Journal Account
How to Create a Chart of Accounts
How to Create a Debit Note
How to Create a Payment
How to Add an Expense
How to Create a Bill
How to Create a Vendor
How to Create a Credit Note
How to Create Revenue
How to Create an Invoice
How to Create a Proposal
How to Create a Customer
How to Create an Account Transfer
How to Create an Account

Projects

13

How to Create Bug Stages
How to Create Project Task Stages
How to View and Download Project Reports
How to Create a Daily Report
How to View Task Calendar
How to View Bug Reports
How to View Timesheets
How to View Assigned Tasks
How to Create an Expense
How to Create a Bug Report
How to Create a Timesheet
How to Create a Task
How to Create a New Project

HRM

49

How to Create and Manage Competencies
How to Create and Manage Performance Types
How to Create and Manage Job Stages
How to Create and Manage Job Categories
How to Create and Manage Termination Types
How to Create and Manage Award Types
How to Create and Manage Training Types
How to Create and Manage Goal Types
How to Create and Manage Deduction Options
How to Create and Manage Loan Options
How to Create and Manage Allowance Options
How to Create and Manage Pay Slip Types
How to Create and Manage Document Types
How to Create and Manage Leave Types
How to Create and Manage Designations
How to Create and Manage Departments
How to Create and Manage Branches
How to Create and Manage Company Policies
How to Create and Manage Document Details
How to Create and Manage Employee Assets
How to Create and Manage Meetings
How to Create and Manage Events
How to Create and Manage Holidays
How to Create and Manage Announcements
How to Create and Manage Terminations
How to Create and Manage Complaints
How to Create and Manage Promotion
How to Create and Manage Trip
How to Create and Manage Resignation
How to Manage Employee Transfer
How to Create an Award
How to View Jobs or Careers
How to Create an Interview Schedule
How to Add Custom Questions for Interviews
How to Onboard a Job Candidate
How to Archive Job Applications
How to Create and Manage Job Applications
How to Create and Manage Job Details
How to Create and Manage Trainers
How to Create and Manage Training
How to Create and Manage Goal Tracking
How to Create an Appraisal
How to Create an Indicator
How to View and Manage Bulk Attendance
How to Manage Attendance
How to Create Leave
How to Generate Pay Slip
How to Set Employee Salary
How to Add or Create an Employee

Products

3

How to Manage Product Stock
How to Create a New Service
How to Create a New Product

User Management

3

How to Create a Client
How to Create a Role
How to Create a User

CRM

11

How to Create Contract Types
How to Create Labels
How to Create Sources
How to Create Deal Stages
How to Create Lead Stages
How to Create Pipelines
How to Create Contracts
How to Create Form Fields
How to Create a Form Builder
How to Create a Deal
How to Create a Lead

POS

8

How to View and Modify POS Print Settings
How to View and Modify Quotation Print Settings
How to View and Modify Purchase Print Settings
How to Create and Manage Transfers
How to Add and Manage POS
How to Create a Quotation
How to Create a Purchase
How to Create a Warehouse

Support

1

How to Create a Support Ticket

Settings

4

How to Manage Currency Settings
How to Manage Company Settings
How to Manage System Settings
How to Manage Brand Settings

View Categories

Home
Docs

Customer Management

How to Create a Customer

Blogs
Home
Sample Page

Search for: