Quick overview of the Customer details dashboard


Here's what you can find on it


1. General info


Code 
This is a unique code that is connected to the customer 
Type  
Here you have to indicate whether it concerns a business or private person
Active
The customer must be active in order to link contracts to it
Prospect 
Someone who is not yet a customer (but who can be in the future)
Name
The name of the company
Taxcode 
You are required to enter a VAT number
Alternative name 
Another alternative name for the company
Language 
Here you can choose between Dutch - English or French 
Groups
Subdivision of your customers 
Key Account
 
Internal
If we turn on the checkmark under internal we can also use this cliet data for reporting purposes

2. Contact info

Phone 1 
You can fill in the phone number of your customer 
Phone 2
You can fill in the direct number of your contactperson
E-mail
You can fill in the the general e-mail address of the customer
Website
You can fill in the website of your customer

3. Financial info

Invoice delivery type 
You can choose to send the invoice via e-mail or regular mail 
Invoice recipient email address
If the customer wants to receive the invoice by e-mail, you must enter the e-mail address here
Pricelist
You must indicate the price list that applies to this customer