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Chapter 9

The 360° customer card & converting an opportunity

Open any customer from “Parties” and you will find a “Sales and follow-ups” tab gathering their opportunities and activities in one place — beside their invoices, cheques and balances. From a won opportunity you press “convert to sale” to go straight to creating the invoice.

FADx ERP 1.88.31
Customer file — the “Sales & follow-ups” tab: opportunities and activities in one place
Customer file — the “Sales & follow-ups” tab: opportunities and activities in one place

Converting records a note on the opportunity and keeps its history — you then complete the invoice from the sales screen as usual.

The card’s data shows for whoever holds the customer view permission and crm.view.

Common workflows

  1. 1

    Open the card

    “Parties” → the customer’s name → the “Sales and follow-ups” tab.

  2. 2

    Review the customer’s opportunities

    All their opportunities with status and close rate in one table.

  3. 3

    Convert a won opportunity

    Press “convert to sale” — it moves to the won stage and takes you to creating the invoice.

  4. 4

    Add a follow-up from the card

    The “Follow-up” button records an activity tied to this customer directly.

FADx ERP 1.88.31
Customer overview: balance, credit limit, documents and cheques
Customer overview: balance, credit limit, documents and cheques

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