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Update customer information and defaults

Customers are stored in eGrow Connect along with their contact information, notes, etc. Information you store for each customer will become the default to pre-fill sales orders and other documentation for that customer in the future.

  1. Navigate to sales section icon Sales, then customers icon Customers.
  2. Double-click on a customer name from the left pane list, or add a new customer.
  3. Use the tabs in the right pane to make changes and updates to customer defaults and general information.
  4. See descriptions of each tab below.

Customer Tab Descriptions​

  • General: Basic billing and shipping Information
  • Additional Contacts: Names and contact information for the customer
  • Other Info: Financial information (Credit holds, references, etc.), Region, Customer Aging Summary Quickbooks Desktop Integration Add-on Module, Defaults for new Ship to, Audit Info, Logo Label/Tag Printing Add-On Module
  • **Projects:**Landscape Sales Add-On Module A list of projects with that customer used to group sales orders together.
  • Ship To: Add “Ship To” addresses here.
  • Activity Log: A place to keep track of activity and/or interactions with this customer.
  • Documents: Store documents related to this customer here
  • Notes: Keep internal and external notes for this customer which will auto-populate new sales orders for this customer.
  • History: View a log of the transactions done on eGrow Connect for this customer: open, completed, or lost.
  • Email Log: Emails sent from within the eGrow Connect system will be logged here if sent to one of the contacts listed in this customer file.

Tip: For customers who primarily pickup orders, we recommend still including a “Ship To” address and using Ship Method to indicate a Customer Pickup.