A customer is what binds the service system together and contains everything from facilities to service protocols.
The customer contains a name and a unique customer number. The customer number is used for connection with accounting software and to be able to easily distinguish customers. To link customers from this system to others it’s recommended that you use the same number here as in those systems. The customer number can only be changed afterwards by the administrator. See more under Information for administrators.
To upload an existing customer register, see the page Upload registers.
How to add a customer:
5. When you are done, press the Save button at the bottom of the page to save the new customer.
All orders, error reports, quotations etc. are listed on the customer. You can sort the lists by clicking on the headings in the lists. If you have more than 10 in a list, click View all to be able to sort the list.
All changes made to the customer are listed here.
Deactivating a customer means that the customer cannot be selected for new orders, but all executed orders remain and can be tracked.
By Assigning a technician to a customer, all orders will automatically be placed on this technician. Click Assign and all techniques will be listed in groups.
Log in with the admin account.
A customer number can only be changed afterwards by the administrator. Find the customer in the register and click on the Change button at the bottom.
There are a lot of settings that can be made for the Customer register.
Based on your needs you can create your own fields for customer information – Custom fields. In the customer post a custom field will appear in the header beneath the field Discount letter. Read more about Custom fields.
View, View (Only) Assigned, Edit, edit (Only) Assigned, Create, Delete, Upload, Create Customer Users, Change Customer Users Rights, Delete Customer Users, Assign, Delete Uploaded Files.
With the Assign permission, you can select a user (technician, etc.) as responsible for the customer. You do this either by entering to the customer in the register, scrolling to the bottom and clicking Assign
or by selecting list view (button with three white lines, marked with an arrow in the image below) in the customer register, click on the gear and select Assign in the list.
A menu with all users in the group opens. Select user and click Done. A notification is sent to the user with the information that he has been assigned to a customer.
The user will now automatically be assigned and receive notification of all orders and bug reports that affect the customer. However, the customer is not notified.
To remove the technician from a customer, remove the click out of the checkbox in the list of users. A notification is sent to the user that he/she is no longer assigned to the customer.
To further connect a customer and a technician, you can go to the integration settings for Visma, for those of you who use that system.
Sign in with your admin account, click Add integrations under Group settings.
Click on “Add assigned in our reference.”