Improving Customers Information by adding phone/ cell numbers etc

[NovelTech]

Add New Customer must be such that we can use the same information for sending offers and new arrivals in one click and if we need to call the customer at any point of time then customers information must be like a comprehensive CRM …
potential customers information shall be add separately

[Manager_User]

You can put in phone numbers, here is how:

Go to the customers edit screen.
What I do is put the phone number above the address.

Click update.
You now have added a phone number.

Now you may wonder how this looks on the documents.

I use this and it looks good.
It will look better with real customers phone number, name & account.

[Ealfardan]

@Manager_User provided you with the simplist solution possible. You can also use custom fields for that reason, which will allow you greater control over where these phone numbers show.

See this guide for more details on Custom Fields:
https://www.manager.io/guides?custom-fields

[eko]

@NovelTech

then customers information must be like a comprehensive CRM

Manager is not an ERP and is focused on accounting. If you need a CRM use one.

EDIT, Out of curiosity I asked this forum AI Chatbot about it and after quite some links it added;

Remember, the official stand is that the Manager is primarily an accounting software, it may not be directly suited as a CRM tool. But you can find ways like using custom fields, third-party modules, and APIs to make it work.