We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. ...

Customers/ Customer admin ...

New customer contactTo create new customer contact, open the customer profile in the admin area that you want to create the contact then click on the tab Contacts.To create new contact related to this customer click on the New...

With Radius CRM you have the option to set customer reminders. This option a...

You can view all customer data like invoices, contracts, tickets, and notes,...

You can enable/disable customers registration from Se...

To add a new customer, go to the customers menu and click on the add custome...

If you want that the Send password email configuration checkbox appear, it must be configured in Settings -> Email template -> Customers. Enable email template -> Set New Password ...

Customer Overview You can view all customer data like invoices,contracts,tickets,notes, by clicking on the Customer menu Also, on the client file you want to view, you can vie...

To create a template for offers (proposals) in Radius CRM, you can follow the general steps below: ...