Customers serves as a centralized hub for managing customer relationships, ensuring that your team has all the necessary information at their fingertips. This page is essential for maintaining strong client relationships and facilitating effective communication.

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Customers

The Overview tab provides a comprehensive table listing all customers in your workspace. This table includes essential information such as:

  • Customer Name: The name of the customer, which serves as the primary identifier for all interactions.
  • Project Count: The number of projects associated with each customer, helping to gauge engagement and workload.
  • VAT ID: The VAT identification number for tax purposes, ensuring compliance with tax regulations.
  • Created At: The date when the customer was added to the system, providing context for the duration of the relationship.

You can create a new customer by clicking the + Create Customer button in the top right corner of the table, and you can also search for existing customers within the list.

You can navigate to a specific customer by clicking on their avatar or name in the table. This action will take you to the Customer Panel, where you can access detailed information and functionalities related to that customer.

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Customer Panel

The Customer Panel is a dedicated section that provides an in-depth overview of each customer. This panel includes several key functionalities:

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Customer Overview

  • Essential Details: Displays important information about the customer, including their contact information and any relevant notes. This overview helps team members quickly understand the customer’s profile and history.

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Contact Management

  • Create New Contact: Easily add new contacts associated with the same customer. This feature is useful for maintaining up-to-date communication channels and ensuring that all relevant stakeholders are included.

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Project Management

  • Create New Projects: From the Customer Panel, you can initiate new projects directly linked to the customer. This functionality streamlines project management and ensures that all customer-related activities are organized.

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Comments Section

  • Collaboration Area: A dedicated space for team members to leave comments about the customer. This feature facilitates collaboration and allows for the sharing of insights or important updates regarding the customer relationship.

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Task View

  • Tasks Associated with Customer: In the Tasks section, you will find all tasks associated with the customer. This allows for better tracking of deliverables and ensures that all team members are aware of their responsibilities.

Tasks

Learn more about task view

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Financial View

  • Finance Section: Provides access to all financial information related to the customer, including outstanding invoices, payment history, and any financial agreements. This ensures that your team has a complete view of the financial relationship with the customer.

Finance

Learn more about finance view

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Creating and Editing Customers

You can easily create or edit any customer by filling out the following fields:

  • Customer Name: The full name of the customer, which should be entered accurately to avoid confusion.
  • Customer Number: A unique identifier for the customer, which helps in tracking and managing customer records.
  • VAT Number: The VAT identification number, which is crucial for invoicing and tax purposes.
  • EAN Number: The European Article Number for product identification, useful for inventory management.
  • Main Currency: The primary currency used for transactions with this customer, ensuring clarity in financial dealings.
  • Project: The associated project(s) for the customer, allowing for better organization and tracking of customer-related activities.

This streamlined process ensures that all customer information is up to date and easily accessible, enhancing the efficiency of your customer management practices.

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Benefits of Effective Customer Management

By utilizing the Customers Page effectively, your team can:

  • Maintain comprehensive records of customer interactions and transactions.
  • Foster strong client relationships through timely communication and follow-ups.
  • Analyze customer data to identify trends and opportunities for growth.

This structured approach to managing customer relationships is vital for driving sales and ensuring customer satisfaction.