SuitePortal
User guideEntity management

Managing Customers

Manage customers in SuitePortal

Managing Customers

Customers are the companies or individuals you do business with.

Viewing Customers

  1. Navigate to Entities → Customers
  2. Browse or search for customers
  3. Click on a customer to view details

Creating Customers

  1. Click Create Customer
  2. Enter customer information
  3. Configure settings
  4. Save

Customer Details

View transactions, orders, invoices, and other data associated with each customer.

Managing Contacts

Manage contacts in SuitePortal

Managing Employees

Manage employees in SuitePortal

On this page

Managing CustomersViewing CustomersCreating CustomersCustomer Details