Accounts Overview

You can find the customer's basic information on the customer card. You get an overview of the customer's information and you can manage, for example, the customer team or invoicing details.

Content

• Editing of the customer's basic data
• Adding a customer tag:
• Editing special permissions to customer
  
  

Description

On the customer overview tab, you can see information related to the customer. You can add and manage customer information, address information, billing addresses, contact persons and customer team members. The customer card menu is divided into five areas: Information, addresses, team, contacts and hourly rates.

For example, you can see an overview of the activities, the projects attached to the customer in the pipeline, the status of the won projects for that customer, a summary of invoicing and a summary of expense and travel invoices on a monthly level.

Editing of the customer's basic data

The customer's basic information is divided into company information, and additional information, which contains information defined in the settings, for example customer group or company group, and identifiers related to interfaces.

You can add and edit all customer-related information with the customer card. You will see the following information related to the customer:

• Customer: Add the name of your customer.

• Business ID: Companys business identity code

• Customer number: Visible when the manual customer number is in use. You can manage this from the settings if you are the admin user of the system.
• Industry: Business sector in which the customer conducts his business, e.g. "daily grocery store" (business customers).

• Company phone: Accounts phone number

• Company email: Accounts email

• Company website: Accounts website

• Notes: Short note.
  • You can enter longer notes for the customer in the Memo section.

• Account manager: The name of the person who is responsible for the customer

• Account group: You can manage account groups from the settings if you are the admin user of the system.

• Enterprise group: You can manage enterprise groups from the settings if you are the admin user of the system.
• Account type: The default type is set to "Customers". You can manage account types from the settings if you are the admin user of the system.

In addition, there may be extra fields visible if these have been specified for the customer in the settings.

Permissions: Accounts: Accounts

Contacts > Accounts > [Chosen account] > Details > Overview

1. Click Edit from overview
2. Edit the information in the slider view that opens.
3. Click Save

Adding a customer tag:

You can add customer-specific tags using the tags feature. Tags can be used as search criteria in listing views.

Contacts > Accounts > [Chosen account] > Details > Overview

1. Click Edit from overview
2. Choose the tag from the list
   
   • If there is no tag yet, you can add a new one by typing the name of the tag and pressing enter.
3. Click Save

Editing special permissions to customer

Special permissions that differ from other permissions can be assigned to a specific customer, for example so that only a certain person has the permission to view and edit the hourly price list, even if everyone who sees the customer's information can edit the price lists of other customers.

Contacts > Accounts > [Chosen account] > Details > Overview

1. Select Edit special permissions from the Actions -menu
   
   
   
   
2. Select the feature to grant special rights to. 
   
   
3. Click Activate special permissions
   
4. A list of users who currently have the right to that feature will be displayed. Click on a person's name to remove their rights to the feature or to give them rights to the feature.
   
   
   
   
5. To add a permission to someone who does not have rights to a feature through normal permissions, select a user or group under Add Extra Permissions.