Customer Central overview

What is Customer Central and what it can be used for within ToolBox.

Introduction to Customer Central

Customer Central within the ToolBox system is an all-in-one centre for managing your customer list, delivery and invoice addresses, contacts, pricing and checking quoting history per customer.

The different sections of the ToolBox Customer Central allow you to manage and control differing things for your customer list, these sections are as below:

  • Adding a new customer

  • Editing customer details

  • Customer central tabs

    • Summary

    • Contacts

    • Quote history

    • Pricing

    • Part Library (Coming Soon)

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