Navigate to the customer card from the Customer master section in the page navigation by clicking on the name of the desired account. You can also open the customer card by clicking on the account name anywhere in the system. On the customer card, you will find all essential information about the account:
Overview (such as account basic information and billing information)
Sales & projects
Tasks
Financial details
Customer settings
Overview
Customer details
In the Customer details section, you will find the account basic information. Add or edit information by clicking the pencil icon on the right side of the section. Remember to Savechanges at the end. At the bottom of the section, you can also see the latest changes made to the account.
Tip! You can update customer details directly from the public register (e.g., YTJ) via the three-dot action menu in the upper right corner of the customer card by clicking Upgradeaccount details.
KPI insights
At the top of the view, you can examine insights related to the account. See below what the readings indicate:
KPI | Legend |
Till next activity | Indicates how many days until the next open activity. |
Projects open | Customer's open sales cases and project master. |
Open project tasks | Open project tasks in open sales cases and project master. |
Billed per hour | Formula: Project billing / Hours logged for the project. |
Billable rate | Formula: Billable hours / all hours * 100. Billable hours are hours logged for customer projects that receive a price from the price list. |
Addresses & contacts
In the Addresses & contacts section, you manage the customer's addresses and related contacts. Add new addresses by clicking the Addaddress button:
Fill in the address details in the designated fields
Define the address type
Save and add the address by clicking Add
Edit existing addresses by clicking the three-dot action menu next to the address:
Setas hq address: Mark the address as the main office
Edit address: Edit the address details
Delete address: Remove the address from the customer's details
Under each address card, you can see the case contacts linked to the address in the Case contacts section. Add new case contacts by clicking the addcontact button:
Fill in the contact's details, first and last name are mandatory fields
Save and add the contact by clicking Add
Edit existing contacts by clicking the three-dot action menu next to the contact:
Inactivate contact: Hide the contact from the customer card. The contact's information is not deleted from the system.
Edit contact: Edit the contact's information
Delete contact: Remove the contact from the customer's details
Keywords: beta, customers, customer management, customer removal, customer inactivation, addresses, case contacts, FI number, data update, YTJ
*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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