Help Center

Customers

Hellohrm introduces a straightforward way to manage basic customer information. In this module, you have the ability to add, edit, delete, and view details about your customers. These capabilities allow you to keep a well-organized record of all your customer interactions and details.

Additionally, customers can be linked to projects, tasks, or worklogs. This means if you’re utilizing the worklog module, you can filter entries by customer. This feature enables you to easily track how many hours have been spent on a specific customer, whether you’re looking at a certain date, month, year, or any other period. You can also filter by projects or tasks associated with a customer, placing customers at the core of your task management system.

Customer Form: The customer form is designed to capture all essential information about your customers, ensuring that all relevant details are easily accessible and manageable.

Next you can check Projects