Customers & Catalog
Customer CRM extras
Notes, tags, additional contacts, activity timeline, reminders, and the portal link per customer.
Beyond the basics
The customer detail page includes light CRM tools so a party record is more than an address book entry.
Notes
Add free-text notes to a customer (for example call summaries or payment promises). Each note is timestamped and recorded on the customer timeline.
Tags
Attach tags to group and filter customers (for example "wholesale", "overdue-risk"). Tags also appear on the timeline.
Contacts
Add extra contacts (name, email, phone) for a business customer — useful when you deal with more than one person at the same company.
Timeline
The timeline shows a chronological history of activity for the customer, including notes, tags, and contacts you have added.
Reminders
Create follow-up reminders from the customer page (title, due date, optional notes). Due reminders surface on the Reminders page and can generate in-app alerts when processed.
Portal link
The Customer portal panel creates or reuses a no-login link so this customer can view their open invoices/quotes and pay via UPI. See Customer portal.