From customer card you can find all information and settings related to your customer. The card is divided into five tabs:
- Contacts & addresses: Contacts, addresses and activities
- Sales & projects: Customer's sales cases and projects
- Collaboration: All project tasks and notes from all customer's projects
- Financials: Aggregated financial forecasts of the customer's projects
- Customer settings: Billing settings and customer group management
Your permissions might limit the data shown here. If you don't have permissions to view financials, you won't be able to see the data here either.
All addresses and contact persons can be found here.
Depending on your permissions, you can view and edit information related to your customer, like:
- Customer name or number
- Account owner
- Description
- When and by whom the customer was created or updated
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 the desired customer card
- Check that the customer has a VAT number
- Click the three dots in the upper right corner of the customer card
- 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 becomes the headquarters address. Some financial integrations require the headquarters address, so ensure the information is correct. If you add more addresses to a customer, you can change the headquarters address by selecting Change next to the headquarters. To see when and by whom the address was created or updated, open the address in edit mode.
Here you can also manage contact person information and inactivate or delete them. Contact persons are a crucial part of any CRM system, as daily activities and tasks are closely linked to them. To see when and by whom the contact was created or updated, open the contact in edit mode.
Using keywords and roles, you can effectively group contacts for different reporting needs, such as maintaining mailing lists.
A contact person is removed from view when inactivated. Select Show inactive if you want to activate the contact person back. Deleting a contact person requires separate confirmation, as the action cannot be undone. After deletion, the contact person appears as Deleted Contact instead of the person's name. This does not affect past invoices.
In the Activities section, you can quickly add tasks and calendar entries for the customer. The activities view lists all activities linked to the customer (to-dos, calendar entries, project tasks) divided into planned (open) and past activities (done). From this view, you can easily access activities and linked sales cases and projects.
Manage other customer information like VAT number and industry. If your company uses customer groups, you can quickly see which are selected for the customer. To edit customer groups, go to the Settings tab or use the quick link.
To inactivate or delete a customer, click the Menu button in the top right corner (three dots). If the customer has ongoing projects or sales cases, you will see a list of them, and the cases will be inactivated when the customer card is inactivated.
Inactivating a customer does not remove data from the system. All customer details, projects, and sales cases can be retrieved from reports using the correct filters.
Deleting a customer is not possible if the customer has invoices or is set as the default billing customer for any project.
Files and links can be added here and in the Collaboration tab. When adding new files here, you can link them to the customer or the customer's project.
File management is based on Customers permissions:
- Read-only: Can view files
- Edit: Can add new files
Keywords: customer card, contacts, sales & projects, collaboration, financials, customer settings, VAT number, activities, inactivation, file management.
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