Help center
Short pages in plain language. Pick who you are — then read only that path. Search the sidebar for any feature, glossary term, or briefing topic.
What to set up once, who approves, and what the audit trail is for.
Open →Every dashboard menu item — picture, a link to the feature video, and plain steps.
Open →All public features in five groups. Text only — open a name to watch the video.
Open →The product name, a paragraph you can reprint, and the URL to link.
Open →Landed cost, operational file, country pack — one term, one stable link.
Open →For general managers and operations leads
A manager’s briefing on Customer Flow cloud ERP: the operational file, setup once, approvals, audit, country rules, and a one-month trial with no credit card. Written for GMs, finance heads, and operations leads.
For journalists, directories, and other websites
Canonical name, boilerplate, and citation format for Customer Flow cloud ERP. Use these URLs when another website, directory, or article references the product. Press contact info@thecustomerflow.com.
Yes. The pages under /docs are written for operators, managers, journalists, and other websites. They are indexed. The signed-in workspace is not.
Yes. Quote the definition or the boilerplate, keep the wording, and link to the canonical URL on thecustomerflow.com. See How to cite Customer Flow.
It describes what the product does after login, in public language. It does not publish tenant data, invoices, or customer names.
Logos, screenshots, and directory copy live on the press kit. The documentation hub is the long-form reference; the press kit is the short pack.
Open the feature map at /docs/features for module videos. For every signed-in menu screen — chart of accounts, payroll, journals, and the rest — open How to use the dashboard at /docs/workspace. Each how-to has a picture, a link to the feature video, and plain steps. No login to read.
Yes. The chat button on documentation answers from the public docs: every feature, the glossary, and how to cite. It does not read a private workspace.
Every documentation page has a search box next to the sidebar. Type a screen name — for example chart of accounts, payroll, or landed cost. Results include how-to pages, the manager briefing, glossary terms, and module videos. The signed-in workspace is not in this search.
Press: info@thecustomerflow.com. Product help: support@thecustomerflow.com.
