Can I maintain a database of my customers on the portal?
Yes. The Customer Directory helps you collect, manage and update customer information to serve them faster. The directory is essentially a contact management tool which you can use to store customer information and view individual customer purchases and transaction history. Customer profiles can be added, viewed, and edited easily on the Arc portal. Simply navigate to Sales on the left pane of the dashboard and select the Customers tab to view and edit your customer database. If you are just starting out, you can add customer details manually or upload in bulk through a CSV file. You can also add new customers and save their details while creating invoices for them.