Customer card explained

Each customer in your CRM has its own customer card. This is a collection of information about that customer/company. This is supposed to give you information about the customer, history, contact information and business information such as credit score and so on. Most of the fields are self-explanatory; we will quickly breeze through those and give some additional information where needed. To get into the customer card, click on the company name.

1. General information – Customer name, number, email address and industry. Much of this information can be changed by pressing the Edit button at the top right corner. The button next to it allows you to add a logo to the customer, even though it’s not visible on the customer card.
2. These buttons show you quick and helpful information about the customer.
   • Economy – Here you will find a graph of revenue for the last two years and the last invoices sent to this customer.
   • Recruiting – You can see candidates who are in the pipeline, view presented candidates, and see job posts related to this customer.
   • Files – You can view files uploaded to the customer and upload new files to the customer card. You can also share customer files here and see uploaded files on projects connected to this customer.
   • Dialogue – In this box, you’ll find all communication done between you and the customer via RecMan. If you have synchronized your email, you can also choose to attach emails to a customer; if you do this, they will appear here. You could also choose to Register incoming mail manually by pressing the button in the Dialogue box in the top right corner.
   • Calendar – This calendar works almost the same as the regular calendar, but if you create a new event, some information is already filled out with information about the customer.
   • Contact persons – This is an overview of all contact persons on this customer. You can also add new contact persons, change/update old ones, watch and add attributes, send mail and SMS, mark them as quit or delete them as contact persons.
   • Projects – Here, you’ll get a good overview of every project related to the customer. You can easily navigate to the different projects, see general information about them and create new ones.
   • Inquiries – Overview of received inquiries.
   • Offers – Overview of sent and signed offers.
   • Logged work – Available for staffing projects.
3. Visit address and Post address.
4. Directions – Explanation of how to find the customer's office.
5. Invoice address and Delivery address – The billing address must be filled in correctly to be able to send an invoice from the system. You can also add invoice information here. In the Invoice Information box, you’ll enter the needed information to send invoices to the customer. These are the fields that you can fill out here:
   • Invoice type (email invoice with attachments, with tracking link or paper invoice);
   • Project invoicing (yes/no);
   • Invoice email;
   • EHF - Company no.;
   • EHF - Invoice name;
   • EHF - Reference;
   • GLN;
   • Credit time;
   • Invoice interval;
   • Credit rating;
   • Approved credit limit;
   • Suggested credit limit;
   • Reference;
   • Order information (Order information will show up on the order but not on the invoice itself);
   • There is also the possibility to enter fixed invoice lines, which will always appear on every invoice for this specific customer.
6. Salary and project data – Enter default values for invoice price and invoice layout you want to use for the customer. You can also add Collective agreements that should be available on the customer projects. The fields that you can fill out in the Salary and project data box are:
   • Default holiday salary
   • Default hourly rate
   • Invoice layout
   • Include time interval on invoice
   • Invoice zero sums (whether invoice lines that add up to zero will be included on the invoice or not).
   • The overriding social cost (which will override social cost set via collective agreement and job).
   • Factor
   • Mark-up
   • Work approver on the invoice (if the work approver’s name should be included on every invoice line, you have to choose the invoice layout: “grouped by employee + detailed + employee info and profit”).
7. Hour bank – you can see the number of logged hours if there are any.
8. Salary matrix – Select a salary matrix that can be added in System Settings → Staffing.
9. Working hours – Change the default working hours for the customer. This will override the standard working hours registered in a collective agreement.
10. Associated departments – Overview of departments associated with the customer.
11. Co-worker associated with company – Overview of employees affiliated with the company.
12. Notes – Add useful information that should be easily available regarding the customer.
13. Company pipeline – Which company pipelines the customer is tied to.
14. To-do tasks – Overview of tasks regarding the customer.
15. Attributes – See/add attributes to the customer.
16. Tag index – A place for the addition of tags.
17. Log – Overview of recent activities on the customer. You can view changes, updates and comments under separate categories.
18. Industry – Which industry the customer belongs to.
19. Child projects – Child projects added to the customer.
20. Group relation – Tie customers together as child and parent companies.