A secure business portal that connects to your on-premises or hosted Dynamics GP.
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.
Take a look at CustomerHQ
View this short demonstration and see for yourself how CustomerHQ can help customers and sales team access data.
Your customers and sales teams can access beneficial information when they need it:
- 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