The new Customer Management module, designed to empower you with a centralized and efficient way to manage your end customers for all your RFQ and Sourcing Projects.
What is it? - We've added a new option for a 'Customers' module, a list that allows EMS teams to manage their customers in a centralized place and associate RFQs or Sourcing projects with them.
Where can I find it? - If enabled in your account, you'll see the Customers module at the top of the page:
Why do I need this? - This will help with reducing repeated manual entry and ensures consistent naming across RFQs.
How does it work? - Users can create and manage a list of customers with basic details. Then, when creating or editing Sourcing or RFQ projects, users can now select a Customer from a dropdown: