WHOLESALE & DISTRIBUTION ERP · MICROERP GUIDECustomer Success.
Customer Success.
Help & documentation.
Maintain customer accounts, relationships, account health and history.
Open Customer Success in four steps.
- Sign in to Wholesale & Distribution ERP. Use wholesale-distribution.easymanagex.com/login with the account your organisation’s administrator created for you.
- Choose Customer Success. Pick it from your Wholesale & Distribution ERP workspace, or go straight to wholesale-distribution.easymanagex.com/customer/dashboard. The same sign-in opens every MicroERP you have access to.
- Start from Overview. The left sidebar lists every screen, grouped the way this guide groups them below.
- Jump with search. Use Search anything (⌘ K) in the top bar to go to a screen or record. Help & docs in the top bar brings you back here.
Every screen, by sidebar section.
31 screens in 7 sections. Each link opens the screen in your Wholesale & Distribution ERP workspace; you see only what your role allows.
Home
Customers
Success
Engagement
Renewals
Insights
Why it suits Wholesale & Distribution.
Customer Success is suggested in the Wholesale & Distribution ERP workspace because it covers these everyday workflows:
What you can see depends on your role.
Customer Success checks your role on every screen and action. If a screen from this guide is missing, or a button is unavailable, ask your organisation’s administrator to review your access to Customer Success. Your data stays inside your own organisation.