Britixo Customers & Contacts Tutorial | Complete Module Walkthrough

Learn how to manage customers and contacts in Britixo with a complete, chaptered walkthrough recorded in the live application. Follow real cursor movement, clicks and typing through customer setup, contact permissions, custom fields, addresses, groups, staff assignments, files, notes, reminders, import, filters, export, status and reviewed deletion. MODULE HELP CENTRE https://britixo.com/help-centre/category/customers-contacts/ FEATURE GUIDES https://britixo.com/help-centre/create-a-customer/ https://britixo.com/help-centre/edit-customer-profile-and-account-information/ https://britixo.com/help-centre/add-and-manage-customer-contacts/ https://britixo.com/help-centre/configure-customer-contact-permissions/ https://britixo.com/help-centre/manage-customer-billing-and-shipping-addresses/ https://britixo.com/help-centre/use-customer-groups/ https://britixo.com/help-centre/assign-staff-members-to-customers/ https://britixo.com/help-centre/upload-and-share-customer-files/ https://britixo.com/help-centre/add-notes-and-reminders-to-a-customer/ https://britixo.com/help-centre/import-customers-and-contacts/ https://britixo.com/help-centre/deactivate-or-delete-a-customer-safely/ RELATED GUIDANCE https://britixo.com/ https://britixo.com/help-centre/ https://britixo.com/help-centre/britixo-crm-workspace-overview/ https://britixo.com/help-centre/category/leads-pipeline/ CHAPTERS 00:00 Customers and contacts 00:38 Create a customer 01:51 Verify and update customer details 02:11 Configure a customer custom field 02:38 Save a customer custom-field value 02:59 Create a customer contact 03:40 Set contact portal permissions 04:27 Edit contact details and status 05:13 Billing and shipping addresses 05:41 Organise customer groups 06:13 Assign responsible staff 06:43 Upload a customer document 06:57 Control file sharing and download 07:16 Create a customer note 07:35 Edit and verify a customer note 07:58 Schedule a staff reminder 08:41 Download the current import template 09:02 Simulate the customer import 09:38 Import and verify customer and contact 10:06 Deactivate and reactivate a customer 10:29 Create and reuse a saved filter 11:05 Export the customer list 11:26 Review and complete the training deletion 11:51 Connected customer records 13:18 Customer map setup requirements 13:46 Continue with the module help centre This recording uses a disposable demonstration workspace and fictional training data. Credentials are completed privately. Connected services require your own authorised setup; available actions depend on your workspace and role. #Britixo #CRMTutorial #CustomerManagement #ContactManagement #CRMSoftware #BusinessSoftware #ClientOnboarding