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Description: Learn how to use Customer Relationship Management system. 1ConfigurationGo to Settings > CRM Add new Type and Group for CRM Press New to add new CRM Custom Field Enter the field Name, choose Type (use Type Text and Values Area to create dropdown with fixed values), enter Values if needed, choose Fields Group select areas to use the field (Contact, Company, Order, Supplier). 2Registration fieldsGo to Online Store > Settings Open Registration tab, select a field you want to add to the website registration form, make it Required (optional) add a Description (optional) 3CustomerGo to Customers > Search Customer 4Search CustomerFind a Customer account and open it You can access custom CRM fields for Company or for Contact 5OrdersTo open CRM Custom Fields in Order details window go to Notes tab, then Tags
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