Customers

Customers in Zentitle are equivalent of "Accounts" or "Companies" in your CRM system - your customers at a company level. This level can also be used in a B2C situation.

The Customer object in Zentitle refers to a company type level with only a few basic attributes as standard.

We assume you will keep most of your customer data within your CRM system and link that back via the account ref ID we provide.

However, if you wish to use Zentitle as a more powerful tool for managing your clients and their entitlements, we suggest adding all the fields you use in your business via the custom field feature.

We suggest getting that right before you import or add any of your customers to Zentitle.