A guide to the customer card

A customer card is created for each customer you add to the system. The purpose of the customer card is to gather all information in one place and give all users in your organization access to the same customer information.

You can add information such as previous calls, completed events, notes, ongoing activities and what is planned for the future, etc.

💡 Tip: The customer card can be used for more than just an overview of the customer relationship.

Customer cards can be created for organizations, sponsors or individuals, etc.

In the main side menu you will find the link to the customer section and all information about the customer.

At the very top of the customer card you will find an overview of the company name and whether the customer is registered as a business or a private customer.

You can change the information about the customer by clicking Change.

The information you can change here is Company name, Customer type, Organization number, Customer number, Address and Custom fields.

To delete the customer card, tap the three dots next to Change, then Delete.

Statuses can be used for a quick view of a customer status, as custom categories or in another way that matches your company process. Statuses are visible both on the customer card and in your customer list, how you want to use them is entirely up to you.

You can only use one status per customer card. It is therefore a good idea to use status for general information that can provide an overall view of the customer relationship with your company.

To change the status of the customer card, click the box under Status. You will then see a drop-down menu of all the statuses you have created. Tap on the status you want to use.

You can assign customers to as many categories as you want. Categories allow you to filter your customers based on which segment they belong to or services they request.

To add a new category, tap + New category.

Select the category you want to assign to the customer card in the drop-down menu. You can also create a new category directly from the customer card by pressing + New category.

You can also delete a category from the customer card by tapping X on the relevant category.

💡 Tip: You can filter your customer list based on both status and category. This allows you to extract specific customer groups based on your preferences.

Use assigned to show the user in your organization who is responsible for the customer. The user who creates a customer card is automatically set as Assigned.

To add a user as assigned, press the blue + button.

Select the user you want to assign to the customer card from the drop-down menu.

To delete a user as assigned, press the X on the user in question.

💡 Tip: There is no limit to the number of users that can be assigned to a customer card.

Under About customer you will also find information about the organization number as well as the address and contact details for the company.

If you give the customer an interal customer number, this will also be displayed here.

To add a customer number, click Change at the top of the customer card.

Fill in the customer number and then click Save.

💡 Tip: If you have created a business customer, the organization number and address will be filled in automatically when creating the customer card.

If you create a private customer and fill in the address, it will also be shown in the main side menu.

If the company in question has a main unit or some sub-units, you can add this directly to the customer card so that you get a simple overview of all associated relationships.

In the side menu, it will be listed if the company has a main unit. It will also show how many sub-units the company has.

Under the Relationships tab, you will get a more detailed overview of the relationships and when they were set as a relationship.

💡 Tip: Click on the name of each relationship to go straight to the customer card for the customer in question.

You can create custom fields yourself. Here you choose what information is important for your company to have visible on the customer card.

For example, you can add the custom fields Comment and Website address.

To add or edit a custom field, tap Change at the top of the customer card. Fill in the desired field and tap Save.

💡 Tip: There are several different types of custom fields you can create in the system.

Here you can see all contacts that are marked as favorites. Contacts that are not marked as favorites will be visible under the People tab.

Activities provides an overview of all activities associated with the customer. This includes logs from everyone in the organization, created events, sales, status updates and synchronized emails. All history is marked with date and user.

💡 Tip: You will see your activities on your right-hand side, and your colleagues' activities on your left-hand side. The initials distinguish who has done what.

Here you will find tasks that are associated with the customer. You can also create new tasks, which can be assigned to you or your colleagues.

You can create your own workflow. There will be different steps that a task must go through before it is fully completed.

Under customer details, you will find information about when the customer card was created.

You can also select a default contract for the customer. Setting a default contract means that this field is always filled in when you create a sale for this customer.

You can change the default contract at any time. To change it, tap Select a contract and select a new contract.

Here you can add a billing address. When you create a billing address, you must also select a billing channel. There are different billing channels to choose from.

To add an address, press + New address.

Fill in the required information, then press Save.

If you check Update all orders, the billing address will be added to all orders, this applies to both previously created and new orders.

💡 Tip: When you select the billing channel, the fields to be filled in will change according to the selected channel.

To change the billing address or billing channel,

To delete a billing address,

💡 Tip: When you delete a billing address on the customer card, it is not deleted from the order card.

Here you can add a delivery address.

You can add as many delivery addresses as you want.

The address marked Use in orders will automatically be added to all orders created for that customer.

💡 Tip: When you select Use in orders on an address, this will apply to all new orders. Previously created orders will not be changed.

To add an address, tap + New address.

Fill in the required information, then tap Create.

To delete a delivery address,

Here you can find contact persons linked to the customer. You can register name, email, phone number and role. There is no limit to the number of people per customer card. The people marked with a yellow star will be visible in the menu under Favorite people.

If you have enabled email synchronization, emails between you and the customer will be logged here. You can search for, and tap on, each individual email to read the entire thread.

Here you can register how much time has been spent on each task associated with the customer. You get a complete overview of the registered time spent. You can also export your hours in a report. Read more about time reporting here.

Here you get an overview of created forecasts, sent offers and signed sales. You can also create new offers and agreements for the customer.

💡 Tip: For a complete overview, tap on each individual sale in the list. You will then be taken directly to the sales card.

Here you can create new orders and get an overview of previous orders. For more information about orders, tap on the relevant order to go directly to the order card.

Here you get an overview of all ongoing, planned and previous events related to the customer. The events will also be visible in the calendar of the user who is hosting the event in question.

💡 Tip: When you complete or cancel an event, it will become transparent.

Here you can see the relationships to the customer. The relationships can be divided into main units or sub-units. Main units can be "parent company", sub-units can be "subsidiary".

You can only have one main entity, but you can create an unlimited number of sub-units.

Here you can upload files associated with the customer. There are no restrictions on file type or file size.