NirahCRM

What’s New: CC Invoices, Customer Actions and Registered Date

CC Invoices, Customer Actions and Registered Date

We recently released 3 new features to help you provide a better service to your customers – CC Invoices, Customer Actions and Registered Date.

CC Invoices

As you know, when you press the button Send Email, or when an invoice is Marked as Paid, an email is automatically sent to the customer (assuming the relevant transaction emails have been turned on).

The CC Invoice feature allows you to add up to 2 extra email addresses to each customer so that their Invoices can be cc’d to additional people. 

If you are using the Booking Module then you can add CC Emails for the Booking Invoices as well, and they can the same or different to those entered for normal, non-booking Invoices. 

The email details are displayed on the Customer Dashboard under General Information, and can be added/edited by editing the customer details using the edit button .

Customer Actions

We have added more action buttons to the List of Customers so that you can now email and WhatsApp directly with your customers from the list.

Registration Date

We have added the Registered Date to the List of Customers so that you can  find customer details faster.

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