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  1. Brightpearl Help Center
  2. Contacts & CRM
  3. Customer and supplier records

Customer and supplier records

  • Introduction to customers and suppliers
  • Customer credit terms and limits
  • Contact data protection
  • Creating and editing customers and suppliers
  • Video: Creating and editing customers and suppliers
  • Companies / contact relationships
  • Customer grouping and segmentation
  • Contact character limits
  • Customer and supplier reports
  • Importing customers and suppliers
  • Video: Updating contacts using an Import
  • Exporting customers and suppliers
  • Contact timelines
  • Contact status
  • Contact tags
  • Notes on contacts and orders
  • Merging contacts
  • Customer and supplier custom fields
  • Customer and supplier search
  • Online accounts / web portal
  • FAQs about customers and suppliers
 

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