Is there some sort of a “Customer Center” where we could go to a specific customer, and see every single activity that customer has with us?. Everything from Quotes, Sales orders, shipments, invoices, current balance, payments made, etc. We came from Quickbooks Desktop and they had a customer center which showed all of this, but I am not able to find a place that tracks everything like this.
An example of this in practice would be: A customer calls and asks one of our sales people a variety of questions, like how his current order is going, if we can send him copies of his invoices from past orders, and what is the balance on his account.
Where do we go to find this all in one place instead of jumping around?