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Customers

In this section, all FAQs related to customers and related documents are added.

How to add a new customer?

To add a new customer follow these steps -                    1.Select 'Customers' from the left sidebar           2.Choose 'customers' subsection in this       3.Click 'Add Customer' on the right...

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By Nikhil J

updated over 1 year ago

How to add customer groups?

To add a new customer follow these steps -                  1.Select 'Customers' from the left sidebar      2.Choose 'Groups' subsection in this    3.Click 'Add Group' on the right               ...

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By Nikhil J

updated over 1 year ago

How to add a new document containing a policy?

To add a new document follow these steps -                  1.Select 'Documents' from the left sidebar     2.Choose the' Documents' subsection in this      3.Click 'Add Document' on the right    ...

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By Nikhil J

updated over 1 year ago
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