All updates

We've overhauled how you manage your customers

Improvement·
Owen EvansOwen Evans

We've been working hard on improving the user experience of managing your customers within Payaca.

Creating a customer now requires simple information at the start.

image.png

Over time the information you may hold for your customer will grow. We've now made this easier to update. Addresses and Contacts can be amended simply within the corresponding tabs.

image.png

You can also see all the Projects, Scheduled Events and Service Plan Subscriptions each customer is associated with within the other tabs.

image.png

See our full guide here: https://help.payaca.com/en/articles/8756405-managing-your-customers