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Maintain 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 click on Add New icon Add on the top taskbar to create 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 customer information and default billing and shipping contacts
  • Additional Contacts: Names and contact information for the customer
  • Other Info:
    • Financial Information (credit limit and hold, references, etc.), Region, Customer Aging Summary and Quickbooks Customer Link (requires the Quickbooks Integration Add-on Module)
    • Ship To Defaults: Various sales order parameters automatically assigned to new Ship To records for the customer
    • Audit Info: Shows when the customer record was created, last modified and by what user
    • Customer Logo: Upload a logo image file (used with the Label/Tag Printing Add-On Module)
  • Projects: A list of projects with that customer used to group sales orders together (requires the Landscape Sales Add-On Module)
  • Ship To: Address locations to which to send product along with their contact person and order information
  • Activity Log: A place to keep track of notes on activity related to 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 pop up or auto-populate on new sales orders for this customer
  • History: View a log of the transactions records in eGrow Connect for this customer filtered in list options for opPen, Dompleted, or Lost (cancelled)
  • 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 pick up orders, we recommend still including a Ship To address and using the default Ship Method to indicate Customer Pickup.