Customer Management
Work with customer and customer categories
6 articles
- CustomersUnify your customers' data across the enterprise
- Customer AddressesWhat a Customer Address is in iPaaS.com: the customer's contact and location detail (including phone), one model for billing and shipping, and why it is not a Location.
- Customer CategoriesWhat a Customer Category is in iPaaS.com: a reference grouping (segment, price group, tier) linked to customers by assignment, synced as reference data.
- Customer CompaniesUse iPaaS.com to transfer data about companies
- Company & Customer RelationshipsThe two relationship types in iPaaS.com - customer-to-company and company-to-company - the primary flag, and how relationships anchor B2B account structures.
- Managing Customer CategoriesDefine the way your business categorizes customers across your systems