In an ERP system, Customer State refers to the status of a customer record
Customer State Add
- check_circle Go to Admin Panel.
- check_circle Click Contacts → Customer State and go to the Customer State List page.
- check_circle On the Customer State List page, click the Add button in the top right corner.
- check_circle The Customer State Add popup will open.
- check_circle Enter the customer State name
- check_circle Click Save, and it will navigate to the Customer State List page.
- check_circle The Customer State will be saved successfully. Customer State List page, you can add, edit, or Delete Customer State.
Customer
State
Edit
- check_circle In the Customer State List, find the Customer State you want to update.
- check_circle Click the Actions button next to the Customer State, then select Edit
- check_circle On the Edit Customer State page, update the details as needed and click Update.
- check_circle The Customer State will be updated successfully.
Customer
State Delete
- check_circle In the Customer State List, find the Customer State you want to delete.
- check_circle Click the Actions button next to the Customer State, then select Delete.
- check_circle A popup will appear asking for confirmation. Click Yes.
- check_circle The Customer State will be deleted successfully.