Edit customer

Introduction

In the customer card, you get an overview of all the information you have gathered about the customer. There is also a direct link to the different customer projects, and a status of how much you have invoiced the customer over the years. In this way, you get a good overview of the customer’s activities.

 

Description

You can always easily correct information on the customer card, and also see who has last updated information.

The customer card is divided into different sections, and you can close each section, if you do not want to see all the details all the time. The system will remember your selection, so the next time you enter the customer card, you will have the same view.

At the top you see the customer name and who is the internal owner of the customer. It is possible to enter the industry code and customer status. You can edit these lists yourself in the System administration –> Customers.

If you have enabled Nickname, you can enter if a customer is known under a different name, e.g. if the customer has changed name at some point. The nickname is also used for searches in the super search field, so you are always able to find the customer.

Contact information

Here you see the customers visitor address, which is also used as invoice address, if nothing else is selected for the customer. In the right side, you will see the links to find the route via Google Maps, if you have entered your own company address in the System administration -> Customers -> Customer module/CRM settings. You are also able to write an e-mail to one of your colleagues directly from the customer card, and have it saved as a comment on the customer card. When you send an e-mail from the customer card, then your colleague will receive a link directly to the customer including the main information about the customer. You do this via the Send e-mail… link.

Invoice address

If you have activated this function in the System administration -> Customer -> Customer module/CRM settings, it is possible to enter a separate invoice address that is different from the visitor address entered under Contact details. This invoice address will be the one you see on the customer’s invoice.

Finance

Here you have the opportunity to enter different default settings on the customer, which are used in other places in the system.

Re-invoicing of external costs

Here you can select whether the expenses and entered mileage should be billable as default. You can also enter a default distance to the customer, so you do not have to remember this from one registration to the next. Maybe you have agreed a maximum distance that can be invoiced. This you can also enter here, and then it is not possible to invoice more than the entered number of kilometers per travel.

Invoice templates settings

If you make use of One Click Invoicing, you can decide which invoice template you want the system to use as standard for your customer.

Default invoice settings

Here you select the different default settings for the customer’s invoice. Remember that you can always change this on the project or each invoice. By entering these default settings, you save time in your daily work.

If it is a customer using EAN no., you also need to mark OIOUBL (e-invoicing).

Files

This section is shown, if you have activated our SharePoint integration. In this guide, you can read more about how you work with SharePoint documents from TimeLog.

Groups

In this section, you select which segmentation criteria you want to have when searching for customer in the Search customers interface. You can read more about the groups setup.

It is also in this section that you find the log of who has last updated the customer, who has created it and if you use one of our standard integrations, you will see if it is linked to a customer in your financial system.

Comments

Here you see an overview of all the comments linked to the customer. Comments are automatically created including today’s date and your login. This information is always freely editable.

As point of departure, you see the latest three comments. If you want to see more comments, click the Show all (XX comments) link.

Contacts

Here you see an overview of all the active contacts linked to the customer. You can click the contact’s name and then you are directed to the contact’s contact card. Mark the checkbox, if you also want to see inactive contacts. If you click the e-mail address, a new e-mail opens automatically, so you can write the customer. If you use an in-build phone system as e.g. Skype, you can click the phone number and call the customer directly.

Projects

Here, you see all the projects created on the project. If you have access to Projects in the system, you can click the project name and get directed to the project to see more details.

Invoiced

Here you get an overview of how much you have invoiced the customer per year. You thereby get a good overview of the total revenue on the customer.

If you use TimeLog CRM

If you use TimeLog CRM, you have a few more options.

Relations

Here you can see if there are created relations to other customer or contacts in TimeLog.

Events

Here you can see all the tasks created on the customer and if they are planned, completed or cancelled. Click the task name to see more details.

Opportunities

Here you can see all the opportunities you have created on the customer, and if they are won, lost or still in the pipeline. Read more about pipeline management in TimeLog.

Special remarks

It is always a good idea to look at your setup from time to time, and see if you want to change something or if there are functions you want to make use of.

Go to the System administration -> Customers -> Customer module/CRM settings to see if there are any changes that can help you in your daily work.

If you use one of TimeLog’s standard integrations, the customer’s contact information will automatically be updated in your financial system if there are changes, if the customer is linked to the customer in the financial system.