A case is an issue or concern from a customer that must be resolved. Once created, cases are linked to the customer’s detail page and are searchable on the Case List. To manage the requirements of the case, action items and notes for resolving the case…

The contract is the formal agreement between you and your customer on the terms and prices of the products and services your company is providing. The details of the contract are linked to through the entire job cycle, from creating/assigning the job, to…

If you follow Nediso’s process flow for sales, most customers will be automatically created from a lead with a won opportunity or proposal. However, Nediso provides the ability for users to create new customers without starting as a lead as well as importing…