You can view the whole customer directory by adding them manually one by one in ERPCA. Adding them manually requires all the mandatory data regarding the client. Before clicking on submit, you can enable his profile(activate), enabe the portal/mobile app access create his username and send him the login credentials to use his ERPCA login.
This video will help you to create new customer manually.
ERPCA is India’s top practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. It makes office management effective and efficient, helping professional services firms to boost productivity, improve efficiency, save time and costs, and even help maximize revenue opportunities. From comprehensive task management and time sheet management to billing and invoice management, ERPCA helps you with complete digital automation of work processes. Transform your practice – schedule a demo / register for a FREE trial now.
If you are a financial services KPO, we offer ERPCA as a custom-branded, white label office management software that is perfectly suited to your needs. E-mail us at [email protected] to discuss.
In customer module you can select the customer and view the various details associated with the client including the hours spent by the team on different tasks of the client.
ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms
While creating new customers we can tag recurring services both manually and through excel bulk import.
