A guide to customizing the customer card

The customer card collects all data and history related to each registered customer in the system.

The customer card collects activity logs, tasks, details, people, conversations, time, sales, orders, events, relationships and files in one place. Instead of searching through several different systems and files, you can find all the necessary information, registered by both yourself and your colleagues, in one place.

The customer card is set up simply and gives you the opportunity to adapt it to your processes and working methods as needed.

In the menu on a customer card, you'll find information about the customer, relationships, favorite people and custom information. The menu gives you more options to customize the information you want to include on your customer cards.

Statuses can be used to display different categories or relationships between you and your customers. Statuses are visible both on the customer card and in your customer list and how you use them is specific to your individual needs.

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

Customer categories can be used to group and tag your customers. The categories are visible on the customer card and available in filters in the customer list.

You can create as many categories as you want. You can create a new category both in settings and directly on the customer card.

Categories are a good tool to use together with status. You can use categories to add more specific information about the customer relationship. It also gives you more choices when filtering and segmentation.

Does the company in question have a main unit or any sub-units? Add this directly to the customer card for a simple overview of all associated relationships. This means you don't have to write this in the activity log and then have to search for the information later if you need it.

When relationships are visible in the side menu, you can also easily jump between the different customer cards without having to search for customers in the customer list.

Relationships do not necessarily have to be parent companies or subsidiaries. You can also use relationships if two or more customers have a connection.

💡 Tip: An example of this could be if a person is the general manager of two different companies. Even if these are two independent companies, you can link them together with relationships so that it is clear that these customers have a relationship.

When you start using the system, there are no custom fields on the customer card. This is because we want all our customers to be able to decide which fields they want to use. You can add as many custom fields to your customer card as you wish.

Your customer card will then only contain information that you need to have available.

For example, you can add the custom fields comment and website.

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

Which people do you have the most contact with? Add them as favorites. When a person is registered as a favorite, they will always be visible in the side menu on the customer card.

You can add the name and role of the contacts. In addition, you can also add an email address and several phone numbers.

Files can be found in the main menu on the customer card. Here you can upload files associated with the customer. There is no limit on the size or type of files. Files are a great tool to use to keep everything in one place.