Customers

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Customers

In the tab ‘Customers’ all customers can be viewed, edited, added or deleted.
To add a new member, follow these steps:
1. Click the blue ‘add’ button at the top right of the page
2. Fill in all the fields in the pop-up screen:

Customers

  • Full name: First and last name of customer
  • Company name: Company name of customer
  • Email address: Email address of customer
  • VAT: Value Added Taxes, VAT is an international number, without any spaces or dots
  • Position: The job position of the contact person
  • Mobile number: mobile number of contact person
  • Website url: Refers to the link of the webshop of the customer
  • Phone number: Company phone number
  • Fax number: Company fax number
  • Footnotes: Any notes about the customer can be saved here

3. Click the blue ‘save’ button

To view a customer or adding notes, select a customer in the overview. You can do this by clicking the note icon next to the customer or by simply clicking the customer.
Use the trash icon to delete a customer, confirmation is asked afterwards, choose ‘dismiss’ ‘remove all’ or ‘remove customer(s).

Customers

All the customer information can be found here and is divided in multiple tabs, everything that is added to a customer elsewhere (such as at sales and activities), is visible here straight away.

  • Sales: All sales belonging to a certain customer can be viewed, edited or deleted here
  • Invoices: All invoices are found here, they can be edited or deleted, you can see all the open, paid or refunded invoices straight away, by selecting the tab
  • Addresses: One or multiple addresses can be used for a customer, these can be viewed (eye icon), added (‘add’ button) or deleted (trash icon) here
  • Classes: Every customer is assigned to a tax class, these are used to define tax rules. Enter the tax class name and click ‘Save’
  • Activities: All activities planned for a customer (such as a meeting) can be found here, you can also add, edit or delete them
  • Tickets: When a customer leaves a question, note or problem for you, you can find and edit these here. You can sort these by selecting the status (show all, new, in progress, solved, cancelled). You can add a ticket yourself as well (use the ‘add’ button)
  • Notes: In this tab you can easily leave notes about a customer
    1. At the field ‘new note’ fill in the note and click the blue ‘send’ button
    2. To make more notes, repeat step 1
    3. The notes will be visible under the textfield (in order of date, the newest one will be the first one)
    4. To delete a note, click the red ‘delete’ button, you will be asked for confirmation (click ‘cancel’ to go back or click ‘confirm’ to delete)