Customers & credit
What this does
Manages customer records, linked sale history, and credit account activity in one workflow.
Why it matters operationally
Credit risk and follow-up discipline break down fast when customer records are incomplete or disconnected.
Proof from live product behavior
- Customer creation requires first name and at least one contact method.
- Customer detail view includes sales/credit metrics and AI credit panel.
- Credit management supports extension and payment recording flows.
- Outstanding balances and limit data are surfaced in credit overview.
What's in beta / current limitations
- Advanced automation/messaging is not part of current customer flow.
- Permission quality still determines safe credit operations.