Crosstally | Help Center
Customers
Adding Customers

Efficiently manage your client base by adding new customers to your system. Follow these steps:

1. Navigate to Customers:

Locate and click on the Customers option in the main menu.

2. Add a New Customer:

Click on the Add Customer button. Fill in the required customer details, including name, contact information, and any other relevant information.

3. Save Changes:
Click the Save button to confirm the addition of the new customer.

Deleting Customers

To remove customers that are no longer needed, follow these steps:

1. Navigate to Customers:

Access the Customers section from the main menu.

2. Select the Customer:

Click on the customer you wish to delete.

3. Delete Customers:

Look for the Delete option. Confirm the deletion when prompted.

Editing Customers

If you need to modify the details of a customer, follow these steps:

1. Navigate to Customers:

Go to the Customers section from the main menu.

2. Select the Customer:

Click on the customer you want to edit.

3. Edit Customers Details:

Look for an Edit button. Update the name, description, or any other relevant information.

4. Save Changes:

Click the Save button to confirm your changes.