You can find your customer list in the page navigation under the Customer master section. The customer list is a list of your active customers. In the customer list, you can:
Search for an account using the search field at the top of the list
Navigate to the customer card by clicking the account name
Go directly to the customer's project by clicking the project name visible in the Open cases column
Sort the list by clicking the arrow order in the columns
Download the customer list as a CSV or Excel file by clicking the download buttons on the right side of the list
Add new accounts by clicking the Add customer button or the Add new general button in the upper right corner:
Enter the Customer name (required for)and FI number
Open the Address section and fill in the customer address details
Check the customer details and save the customer card by clicking Add
You can also add and import customer details directly through a public register (e.g., YTJ)
See detailed instructions related to customer management:
Adding an account
Customer card
KPI insights
At the top of the view, you can view insights related to customers. Show insights by clicking the toggle switch Show KPI’s. See below what the figures indicate:
KPI insights | Legend |
Margin this year | Formula: Invoicing - All expenses (includes labor expenses, product expenses, and travel expenses). Only active customers are considered. |
Billing this month | Invoicing is considered as the amount of hours, travel expenses, and products billed on the customer's projects. |
Active customers | Number of customers with at least one open project. Internal customer relationships are not considered. |
Cases in sales phase | Number of customers with at least one active sales case, but no invoicing or won sales cases. |
Keywords: beta, customers, customer relationships, customer details, customer management, customer list, customer list, crm, insights, KPI, KPI insights, electronic invoicing
*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
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