Sales & fulfillment · 4 min read

Manage customers and customer details

Keep contact and order history together without duplicate records.

Open this screen in SwapTrak

Create and edit

Open Customers to add or edit a customer. Enter available name, company, contact and address information, then save.

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Step-by-step instructions and advanced workflows are available after secure Google sign-in.

Open this article in SwapTrak Help Center to continue with Google.