Parts

CRM - Parts

In Isah, you can indicate whether you are producing a part specifically for a particular customer. To do so, fill in the customer name on the Sales tab of the relevant part. It will then be displayed in the app on the Parts form for that customer.

If you are creating a part for multiple specific customers, specify those customers by clicking the Customers button on the Isah part form. This part will be displayed in the app for all customers added via this button.

CRM - Add message

Click this icon to add a message. You can add one or more actions to a message.

 

CRM - Add message

Add an action to a new message.

 

CRM - Save

Save the changed data.

CRM - Documents

Retrieve the documents for this part.