WindoorERP Documentation 19.0

Maintain client profiles, architectural partners, sub-contractors, and account histories

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Manages comprehensive partner profiles for homeowners, architectural engineering consultancies, developers, and general contractors, complete with credit limits and project history.

Before you start

  • Sales Representative or CRM access.

Steps

Customer directory kanban cards with contact and sales metrics

Customers master list view with city and phone numbers

Customer profile editor with VAT ID and billing addresses

Customer activity and interaction schedule view

Important

Linking multiple site engineer contacts under a single corporate contractor ensures all team members receive automatic quotation updates.

  1. 01
    Open CRM › Sales › Customers across Kanban, List, or Form views.
  2. 02
    Review customer contact details: official commercial registration, tax VAT numbers, site delivery coordinates, and key decision-makers.
  3. 03
    Inspect customer financial indicators: total lifetime sales orders, open invoices, and overdue balances.
  4. 04
    Categorize clients using tags: Architectural Consultant, Tier 1 Contractor, Villa Owner VIP, or Government Tender.

Common mistakes

  • Creating separate customer cards for the same firm due to minor spelling differences in Arabic/English names.
  • Neglecting to record credit limits on commercial contractors with post-dated cheque payment terms.

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