Overview

Crittah's LCMS Customer module consists of individuals or company's  s with whom your business has a relationship. Customer records are typically related to a contact record, of which there can be multiple asscociated.. There are various ways you can create Customers in Crittah as detailed below. Once the Customer record is created, you can view and edit information pertaining to the Customer via the Customers sub menu located under Manage on the navigation bar.  This documentation will cover how to use the Customers module as well as the various actions and options available from within the module.

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The Customer module contains a number of stock fields which come out-of-the-box with Crittah. The below definitions are suggested meanings for the fields and their use, however,however    the configurable fields such as Stauts abd Status and Type can be leveraged differently to best meet your organisation's needs. Users with administrator  administrator access have the ability to configure those fields.

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