Provide customers with self-serve access to Dynamics GP data
CustomerHQ provides your customers secure access their Dynamics GP receivables account data such as invoices, statements and transaction reports – from anywhere, on any device – all in real-time. Salespersons can also access this information and related sales reports for customers assigned to them.
- A customer master window that includes contact details and recent summarized account information
- Open and historical customer transactions; sales invoices, payments and returns
- Search transactions quickly
- Drill down to reveal full transaction information
- Save a transaction to pdf or print
- Export data directly to Excel
- Customer statements – last two years
Take a look at CustomerHQ
View this short demonstration and see for yourself how CustomerHQ can help customers and sales team access data.