customers

18 posts

18 posts

Customers: Inactive / Active status - specific term established per customer

12.08.2026Tutorialscustomers

Custom Customer Types

27.05.2026Tutorialscustomers

Archiving Customers and Forms

06.05.2026Tutorialscustomersformsarchiving

Customer: Unpaid Invoices Status

18.02.2026Tutorialscustomersfinancial

Importing Customers with Initial Balance (Outstanding Invoices)

18.02.2026Tutorialscustomersbalance

Managing Communication Channels with Customers: E-mail, SMS, and Marketing

21.01.2026Tutorialscustomers

I found that I haven't activated Email marketing for my clients. How can I do this for everyone?

29.12.2025Forumcustomersnotifications

Reputation Section Redesign and Optimization – Financial Evolution View

08.12.2025Tutorialscustomersreports

Centralization of emails sent to the client

08.12.2025Tutorialsemailcustomers

Display Creation Date and User in the Client Page

11.11.2025Tutorialscustomers

Balance Limit for Customers

15.10.2025Tutorialscustomersbalance

Client Reputation – Rapid Financial Analysis

18.09.2025Tutorialscustomers

Client Account – The portal dedicated to your clients

15.08.2025Tutorialscustomers

Customer Report - Balance, Overdue Balance and Unallocated Balance columns

12.08.2025Tutorialsreportscustomers

Managing Client Levels

25.07.2025Tutorialscustomers

“Orders” and “Quotes” Tabs in the Customer Profile

12.06.2025Tutorialscustomers

Adding Clients

23.05.2025Tutorialscustomers

Please let me know if emails can be sent to customers directly from iflows

20.09.2024Forumcustomersnotifications