01What it is
A customer is a private individual or a company. A company requires a tax ID, unique within your company. For a private individual the PESEL number is optional. Address, phone and e-mail are required for every customer.
You add contact persons to a customer, for example accounts or the decision maker. You choose the recipient of approval requests from these contacts.
Contact consent is separate for job messages and for offers and reminders, each for e-mail and SMS. Job messages are on by default, offers are off by default.
- CARD
- Overview, history, units, projects, finance and photos.
- CONTACTS
- A company's contact persons, more than two if needed.
- GDPR
- Erasing personal data while keeping the project history.
02What it is for
The customer in one place
Details, contacts, units and projects on one card.
Start work from the card
Create a quote or a job without searching for the customer.
Consent under control
Messages go out only where the customer has agreed.
History of the relationship
All the customer's jobs, quotes and payments.
03Main options
The customers screen is a register with tiles, the customer form and the customer card.
Customer database
Tiles: all customers, companies, private individuals.
- Filters for group, type, town and country
- Search by company name, first name, surname, phone, e-mail and tax ID
- CSV export
Full customer details
Fields change with the type: private individual or company.
- Identification details, address and correspondence address
- Phone, e-mail, e-mail for invoices, preferred contact and correspondence language
- Contact persons and contact consent
Everything about the customer
The card's tabs and actions that start work straight away.
- Tabs: Overview, History, Units, Projects, Finance, Photos
- Create quote, Create job, Add customer unit
- Erase personal data (GDPR)
04Tasks step by step
- STEP 1Open Modules › Sales › Customers and choose Add a customer.
- STEP 2Choose the type: private individual or company. For a company enter the name and tax ID.
- STEP 3Fill in the address, phone and e-mail.
- STEP 4Add contact persons and set the contact consent, then save.
- STEP 1Open the customer card.
- STEP 2Choose Create quote or Create job.
- STEP 3When the customer has a new flat, choose Add customer unit.
- STEP 1On the card of a customer with work history choose Erase personal data (GDPR). A customer with no history is simply deleted.
- STEP 2Type the customer's full name to confirm. Contact details, address, tax or ID numbers and contact persons are removed permanently.
- STEP 3Projects and quotes stay in the history, but without the customer's personal data. This cannot be undone.
05Actions
The most common tasks around customers.
Add a customer
A private individual or a company.
Create quote
A quote for this customer.
Create job
A job for this customer.
Add customer unit
A flat, a house or a commercial unit.
Erase personal data (GDPR)
At the customer's request.
06What it connects to
Choose a module to see what connects to a customer.
Customer approvals
You choose the approval recipient from the customer's contacts.
Go to the topicCustomer approvals