From customer card you can find a collection of information and settings related to your customer. The card is broken down into five tabs containing different information:
- Contact information: The contacts, addresses and activity feed.
- Sales & projects: All sales cases and projects related to the customer.
- Collaboration: All the project tasks and collaboration notes from different projects related to the customer.
- Financials: Aggregated financial forecasts of the customer’s different projects.
- Customer settings: Default billing settings and market segmentation of the customer.
Your permissions might limit the data shown here. For example if you don't have permissions to view financial figures you won't be able to view them here either.
All customer's addresses and contact persons can be found from here.
Depending on your permissions, here you can view and edit information related to your customer, like:
- customer name and number
- account owner
- description
- when and by whom the customer was created or updated.
To inactivate or delete a customer, click the Menu button in the top right corner (three dots). Deleting a customer is not possible if the customer has invoices or the customer is set as default billing account for any project.
Feature is only available in Finland and Norway.
When you have entered a VAT number in Customer details, you have the option to update the following customer details:
- Customer name
- Address details
- Website
To update customer details
- Open any customer card
- Check that it has VAT number added
- Click button with three dots on the upper right corner
- Select Update customer details
- Choose the information you want to update and confirm with Update
When you create a new customer and add an address to it, that address is assigned as the headquarters of the customer. Some of the financial integrations require that the headquarters address is given so always check that this address is correct. If you add more than one address to a customer, you can change the headquarters address by using the Change link shown next to the existing headquarters. To view the details when and by whom the address was created or updated, click to open the address modal.
Here you can also manage information related to contact persons and inactivate/delete them. Having your contacts up-to-date is important, since your day-to-day activities typically revolve around them. To view the details when and by whom the contact was created or updated, click to open the contact modal.
Use keywords and roles to effectively group contacts across all customers for different reporting needs, for example, keeping track of mailing lists or similar.
When a contact person is inactivated, it is hidden from the view. If you later need to activate the person again, use the Show inactive slider and edit the contact. If you need to delete a contact person, a confirmation is required as the action cannot be undone. After a contact person is deleted you will see text Deleted Contact instead of person's name throughout the system. Past invoices are not affected.
In the Activities section you can quickly add notes and tasks related to your customer. The activity feed lists all activities (to-dos, calendar entries and project tasks) and notes linked to your customer divided into planned (on-going) and past activities (done). You can easily access activities and connected sales cases and projects from this one view.
Manage other customer related information like VAT number and industry. If your organization is using market segmentation, here you can quickly see what has been selected for this customer. If you need to edit segmentation, navigate to Settings tab or use the quick link.
Files and links can be added in here and Collaboration tabs. When adding a new file here, you can either connect it to your customer or customer's project.
The possibility to manage files is based on Customer permissions:
- Read : Can view files
- Edit : Can add new files
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