Customer 360: one customer for every application
Short answer: Open Menu → Customers and choose Register a customer. Register each customer once; choose it when you start a project and link it to its CRM company. The customer's page then shows every engagement you can open: projects, deals and contacts.
Verified for PVology 0.30.0 · updated 2026-10-11
When to use this
You work with the same customer in several PVology applications and want to type their details only once.
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