Customers (CRM)

Customer overview
Customer overview contains a list of your active customers. You can use Account owner to filter customers. This way you can quickly find active customers f...
Tue, 13 Oct, 2020 at 11:01 AM
Customer card
From the customer card you can find all data and settings related to your customer. The customer card is broken down into five tabs containing different in...
Tue, 13 Oct, 2020 at 11:01 AM
Contact information
In Contact information view you have the possibility to manage customer's contact information like addresses and contact persons. When you create a ne...
Tue, 13 Oct, 2020 at 11:02 AM
Deleting and inactivating a contact
In Visma Severa it is possible to delete or inactivate customer's contact person. These options can be found under More actions menu on contact card. ...
Tue, 13 Oct, 2020 at 11:02 AM
Sales & projects
In customer card's Sales & projects view you can find a list of all active sales cases and ongoing projects. Ongoing projects can be displayed as ...
Tue, 13 Oct, 2020 at 11:02 AM
Customer financials
Financial tab shows financial figures, both actual and forecast, for a specific customer using rolling six months as the time frame. Note though that your ...
Tue, 13 Oct, 2020 at 11:03 AM
Customer collaboration
Collaboration tab shows all project tasks linked to customer in Kanban view. The view gives you a glimpse of what's going on: how many tasks are not s...
Tue, 13 Oct, 2020 at 11:03 AM
Customer settings
All customer related default billing details like payment terms and eInvoicing information is stored under Customer settings tab. Note that if something di...
Tue, 13 Oct, 2020 at 11:04 AM