Cloud operating system for your business

Customer Management 9

• Create a New Customer
• Manage Customers
• Customer Orders
• Customer Ledger Transactions
• Customer Addresses

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Organizations Management 1

• How to use Organizations

Importing Customers 4

• Import Customers with File Upload
• QuickBooks Customer List Integration
• Import Addresses for a Customer with File Upload
• How to separate First and Last Names in an Excel Spreadsheet

Customer Notes 8

• About Customer Notes
• Create Note
• Edit Notes
• Using Notes with Notification and Scheduled Delay
• Sharing and Sending Notes To Users and Customers

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Deals Management 2

• How to Create a Deal for a Contact
• Deal Timeline

User Management 17

• Create or Edit User
• Import Users with File Upload
• Manage Users
• Role Management
• Login as User

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Customer Records on Blockchain 1

• Using Blockchain for Customer Records

Audience Management 6

• Customer and User Segmentation By Interests and Preferences
• Customer Interests and Preferences - Audience Management
• User Self-management of Audience Selection
• Landing Page Audiences
• Default Audience for new Users and Customers

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Users & Customers Settings 17

• User Registration
• Custom Registration Process and Page
• User Security
• Cookie Consent Management
• Customer Settings

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Organization Units 2

• Manage Organization Units
• About Organizational Units (OUs) in Access Control

Omnibasis Digital ID 4

• Customer Digital ID Cards with Mobile Wallet Integration
• Omnibasis Digital ID for Users & Customers
• Two Step Login With User Digital ID
• Digital ID Cards Distribution with Mobile Wallet