How to fill in customers data
Code: Every customer in Handy must have a unique code. You can use any code you like, whether it’s from your ERP system or a new one you create. Examples: CL0001, MTY005. Codes can include letters and numbers. This field is mandatory. Description: The name of your customer as you want your sales team to see it. This field is required. Address, City, Zip Code, Neighborhood: Full address information, used to sFew readersUpdate the client's location
If the client has been marked with an incorrect location, there are a few ways it can be updated. One of them is to do it from the mobile app while being in the right location, as long as the settings on the web portal allow for it. Here's a step-by-step on how to do this: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-29-at-104354eodab.png =497xauto) (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshoFew readers