CustomerHQ - Customer Portal for Dynamics GP

CustomerHQ is a secure business portal that connects to your ​on-premises or hosted Dynamics GP

• CustomerHQ provides your customers with secure access to 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.

Watch Demo Video

Features include

• 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
• Print a transaction or save to PDF
• Export data directly to Excel
• View statements generated in the last last two years
• Run reporting services reports
• Responsive design that works on any device from mobile, to tablet, to notebook, to desktop PC

​

Posted in