Customer Guides
Whether you’re just getting started with your first customer entry or looking to refine an existing database, these guides will help you maximize Ascora’s capabilities and keep your customer...
32 articles
👷♀️ Clients
👨 Adding Customer Type and Customer Contact Role
👨 Creating a New Customer
ℹ How to Import Customers from Accounting Package
📲 How to Create Customer Contacts
✉ Adding Lead Sources and Accessing Lead Source Analysis
📩 Clients with More than One Email Address
🏨 How to Create Multiple Sites for a Customer
🔎 How to Search for an Existing Customer
📄 How to Link a Third-Party Billing Customer to a Site Customer
➿ How to Combine or Merge Customers
🖥 How to Create a Customer Portal
🖥 How to Access the Customer Portal
👨 Customer Guides
Importing and Exporting Customer Data