From the customer card you can find all information and customer settings related to your customer. The card is divided into five tabs:
✔️ Contacts & addresses: Contacts, addresses, activities, and files & links
✔️ Sales & projects: Customer's open and closed 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: Customer billing settings and other information such as market segments and custom fields
Contacts & addresses
All addresses and contact persons can be found on the Contacts & addresses tab. Depending on your permissions, you can view and edit information such as the customer's name, number, account owner, and creation details.
Updating an existing customer via the public customer registry
When you have entered the VAT number in the customer details, you can update the name, addresses, email, and website directly from the database as follows:
- 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
Updating customer details via the public customer registry is only available in Finland and Norway.
Addresses and contacts
When you create a new customer, the first address becomes the headquarters address automatically. You can change the headquarters status for other addresses by using the Change button.
You can also manage contact persons, add keywords or roles to them (for example for mailing lists), and inactivate unnecessary contacts. Inactivated persons can be found by selecting Show inactive.
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 details are not removed from the system)
- Edit contact: Edit the contact's details
- Delete contact: Remove the contact from the customer's details
Activities and notes
In the Activities section, you can manage tasks and calendar entries related to the customer relationship and the customer's projects. The view is divided into planned (open) and past (done) activities, which helps you track the progress of the customer relationship.
Activities and tasks
Add new activities or tasks for the customer by clicking Add to-do or Add calendar entry. If needed, you can link the activity to an existing project, in which case the activity is also shown in the project card's Activities section.
Notes
Notes work as internal sticky notes or important entries related to the customer relationship. Adding notes is quick, as a note only contains the Description , i.e. the text content. Add a new note by entering the text in the New note field and save it by clicking Add more. Notes can be added to the customer card or directly to the project card:
- A note added to the Notes section on the customer card is only visible on the customer card.
- A note added to the customer's project is visible in the Notes section of both the project card and the customer card. You can recognize a note added to a project by the project link shown next to the note in the customer card's Notes section.
Create a report of your notes from the Reports section in the left side navigation under Report creation, and choose from the following report options:
- Select the main level Sales > Notes if you want to report on notes recorded for sales cases.
- Select the main level Projects > Notes if you want to report on notes recorded for projects.
- Select the main level Customers > Notes if you want to report on notes recorded for customer cards.
Files & links
You can add files and links to the customer or directly to a specific project. You can find the customer's files in the Files & links section on the Contacts & addresses tab. File management requires at least Edit permissions in Customers permissions.
Collaboration
On the customer card's Collaboration tab, you can see all project tasks from the customer's projects in a single Kanban view. You can see how many tasks have not been started yet, how many are in progress, and who they are assigned to. You can easily change the status of a task if you notice that a task marked as in progress has already been completed. Drag and drop the task to the desired status.
Financials
On the customer's Financials tab, you can see an overview of the aggregated financials (actuals and forecast) of all the customer's projects for the past six months, as well as the invoices created for the customer. Some values work as direct links, allowing you to drill down into the figure to see how the sum has been calculated.
Keywords: customer card, contacts, sales & projects, collaboration, financials, customer settings, VAT number, activities, inactivation, file management
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