Each customer profile includes essential details such as VAT number, website, currency, language preference, billing address, and contact information. Users can assign specific admins to customer accounts, granting access to critical financial details based on role permissions. This level of customisation ensures that only authorised staff can view sensitive information, enhancing data security and privacy.
Search Knowledge Base Articles
Customising Customer Profiles
Did you find this article useful?
Related Articles
-
Adding a New Customer
Login to the dashboard click customers and on the left side there is a button New Customer. Cu... -
Importing New Customer or Data
You can import customers, and items into your ImpactHER Accounting Software database via .csv file. ... -
Managing Client Relationships
Within the ImpactHER Accounting / Bookkeeping Customers platform, users can easily navigate through ... -
Managing Contacts
The 'Contacts' section allows users to store contact information for individuals within a company. B... -
Tracking Customer Interactions
Notes can be added to customer profiles to keep track of important details or interactions. These no...