Customer list

In this procedure there is a list containing information about all customers.

Located in the top left corner of the customer list, the Tags button opens a dialog box that shows a list of the tags saved for the customers. You can select one or more tags to filter the customer list by. You can search for a tag in order to select it. A selected tag is shown in blue. To close the dialog box, tap Close in order to filter the customer list by the selected tags. The figure on the button in brackets refers to the number of tags selected. If the button is shown in blue, this indicates the customer list is filtered. To delete a selected tag in the dialog box, tap it or use the Clear button in the dialog box to reset the customer list.

There is a search field above the customer list where you can perform exact match searches in order to find customers. You can perform exact match searches for customer number, customer name, and address information.

At the bottom of the page, you can navigate between pages or select a specific page in the customer list.

Update customer information

To open a customer, tap it in the list. It is also possible to update different information in the customer header and add tags, references, activities, as well as log activities/contacts.

To add/delete tags for the customer, tap Tags in the top left hand corner, which opens a dialog box where you can search for and select tags. You can also add brand new tags in the dialog box by tapping beside the search field. When you have finished, save the tags for the customer by tapping Save.

At the top of the page there is information in the customer header, which you can edit. To do so, tap Edit under the menu button in the top right hand corner. This opens a window where you can edit the information.

For information such as references, activities, and logging of activities/contacts, you can add new information by tapping on the right of the page.

For information that can be edited or deleted, these functions are accessible under the menu button, in the top right corner, when the information is open.

References

Here you can view and edit information in existing references as well as add or delete references.

CRM

Here you can view and edit the following information:

Activities – here you can view and edit information about activities as well as add and delete activities. You can also choose to add to calendar . The activity is then saved in a calendar file (.ics) which can be imported to a calendar program.
Logging of activities/contacts – here you can view and edit notes relating to activities and contacts between your company and the customer. You can add new notes and delete existing ones.
Logging of e-mail – here you can view e-mail correspondence between your company and the customer. You can read the e-mail message by tapping on the log item. You cannot edit or delete information on this page.

Quotes

Here you can see if there are any current quotes for the customer. If quotes are displayed, tap a quote in order to view more information. In this mode, you can tap Open PDF in order to view the quote document itself.

Customer orders

Here you can see if there are any current orders for the customer. If orders are shown, tap an order to view further information. In this mode, you can tap Open PDF in order to view the order document itself.

Invoices

Here you can see if there are any invoices for the customer. If invoices are shown, tap an invoice to view further information. In this mode, you can tap Open PDF in order to view the invoice document itself.

Statistics

Here you can obtain statistics for the customer. You can choose to view Invoicing, Delivery reliability, or Claims. For Invoicing, you must select a year. Statistics for Invoicing and Delivery reliability are shown in graphical form.