Fact allows to attach an account manager to a customer.
The customer must have been previously created |
Add an account manager
From the "Customer" menu, select an existing customer record
Click on the "Identity" widget
Click on the "+Add" button in the "Contact details" section
Fill in the name and surname of the person in charge and click on "Select".
Once created, the account manager can be attach to another customer records. |
View documents by account manager
Click on the "Documents" menu
Select the type of documents you want (estimates, invoices....)
If necessary, search by status and/or date range and click on "Search".
Click on the "Export" button and then "Export the list of invoices" to download the Excel file corresponding to the search.
View the table with the names of the different case managers
