Teadmistebaas

Overview

The Customers module stores all client profiles, related contacts, documents, and transactions. Each customer entry represents a business or individual engaged with the company.

Creating and Managing Customers

1. Open Customers → New Customer.
2. Enter general details: company name, primary contact, email, phone, and billing address.
3. Assign to a Customer Group if segmentation is needed.
4. Save to create the profile.
5. Use tabs inside the profile for invoices, files, notes, and projects.

Managing Contacts

1. Inside a customer profile, open Contacts tab.
2. Click Add Contact.
3. Enter name, position, email, and phone.
4. Toggle permissions for portal access, invoices, and tickets.
5. Save.

Example: For corporate clients, create one main customer and multiple contact sub‑accounts for departments or staff.

Best Practice: Keep billing and project contacts distinct to simplify communication.

Fields & Functions Summary

• Company Name: Legal or trading name.
• Primary Contact: Main person responsible.
• Email/Phone: Communication details.
• Group/Tag: Classification for segmentation.
• Files: Uploaded documents.
• Notes: Internal collaboration field.

Section Summary: Centralized storage of customer information ensures accurate billing and communication.

Key Takeaways:

• Always create unique profiles per organization.
• Use groups for targeted reporting.
• Restrict portal permissions for security.