Customers are called contacts in EASI’R and there are two kinds: Private (B2C) and business contacts (B2B). Business contacts are grouped in accounts.
Accounts can be found like this:
- In the main menu on the top, click on ‘Contacts’.
- In the search bar, type the name of the company you are looking for and results will be start showing in the list as you type.
- You can also filter by Team (if you are part of more than one team), Responsible user or Contact type. Check 'B2B' under contact type and only accounts and B2B-contacts will be shown.
When you have found the account you are looking for, click on the respective list entry in order to access its account information.