This page shows information about your customers.

Crik-IT is designed to present as much information as quickly and cleanly as possible via spreadsheet-like screens

Customer information comes from the vendor's order processing system and cannot be changed in Crik-IT.

There are three basic user types in Crik-IT. Click here to learn more about user types... 

In-house Users get to see ALL customers.

Sales rep Users get to see only the customers assigned to them as defined in the vendor's internal system.  

Customer Users only see their own information.

There are two types of Customer Users:

1. Customer Management user - see their current balance, costs, invoice history and other sensitive information.

2. Customer Staff user - don't see balance, costs, invoices, etc.,but they do have access to your product information and other information they need to effectively sell your products.

Notes re: non-self-explanatory items:

Balance field: If red, the customer has at least one invoice that is more than 1 week overdue.

You can click on the amount in the Balance field to see open invoices.

Credit Limit: If red, the customer's current balance is greater than their credit limit.

Note: Some fields may not show based on how your vendor has configured Crik-IT.