Customer details
| Title | Widget | Widget description |
| Customer details | |
General
Functions in the title bar
| Icon | Explanation |
|
| Starts a workflow Only visible if the "Workflow" module is licensed and a corresponding workflow exists. |
Kebab menu (
)
| Type | Menu item | Explanation |
| Request customer master data sheet | ||
| --------------------------------------- | ||
| | Create order | |
| | Create stocktaking | |
| | Create complaint | |
| | Create quotation | |
| | Facing | |
| | Orders | |
| --------------------------------------- | ||
| Turnover | ||
| Documents | ||
| Unpaid invoices | ||
| | Listing | |
| | Back Order | |
| | Discounts | |
| | --------------------------------------- | |
| | Contacts | |
| | Activities | |
| | Addresses | |
| | Notes | |
| | Responsible | |
| | --------------------------------------- | |
| | CRM | |
| | Tasks | |
| | Photos |
Header
- Switch between the clients.
Details
Widgets
1x1 Widgets
- Delivery point
- Addresses
- Activities
- Amendments
- Create quotation
- Tasks
- Create order
- Orders
- Documents
- Visiting times
- Opportunities
- MRP list
- Distribution
- Documents
- Facing
- Photos
- Hierarchy
- Start stocktaking
- Consignment stock
- Contacts
- Listing
- Navigation
- Notes
- Unpaid invoices
- Product numbers
- Discounts
- Start complaint process
- Back Order
- Appointments
- Workflow
- A widget named after the form for each customer CRM.
2x2 Widgets
- Order value
- Visit
- Turnover
- Turnover (target/actual)
- Turnover (key date)
4x2 Widgets
- Tasks
- Appointments
Key account (from version 8)
If the record called up is a Key account, the widgets which contain all data of the assigned Key account when opened are displayed in purple.
Master data
| Field | Reference | Editable | Display in customer change e-mail |
| Name 1 | | x | x |
| Name 2 | Only visible if available. | x | x |
| Name 3 | Only visible if available. | x | x |
| Telephone number | Only visible if available. Clickable to call the device's telephone function. | x | x |
| Fax number | Only visible if available. | x | x |
| Mobile Communication Number | Only visible if available. | x | x |
| Only visible if available. Clickable to open a new e-mail in the default e-mail client. | x | x | |
| E-mail for shipping notification | Only visible if available. | x | x |
| Purchaser | Only visible if available. | | |
| Main contact | Only visible if available. | | |
| Last visit | Automatically determined. Only visible if available. | | |
| Last Contact In-House Staff | Automatically determined when an employee of type In-House Staff has recorded an activity for the customer. Only visible if available. | | |
| Area | Only visible if available. | | |
| ABC Identification | Only visible if available. | x | |
| Tour | Only visible if available. | x | |
| Visiting frequency | Only visible if available. | x | |
| Visit duration | Only visible if available. | x | |
| Start week | Only visible if available. | x | |
| Start year | Only visible if available. | | |
| Customer since | Only visible if available. | | |
| Homepage | Only visible if available. Clickable to open the URL with the default browser. | x | x |
| Short name | Only visible if available. Considered in full-text search | | |
| Street | Only visible if available. | x | x |
| Postal code | Only visible if available. | x | x |
| Place | Only visible if available. | x | x |
| District | Only visible if available. Considered in full-text search | | |
| Country / County | Only visible if available. | | |
| Listing | Only visible if available. | | |
| Delivery block | Only visible if available. | | |
| Order block | Only visible if available. | | |
| Maintain backlogs | Only visible if available. | | |
| Partial delivery | Only visible if available. | | |
| Send invoice separately | Only visible if available. | | |
| Delivery note without price | Only visible if available. | | |
| ILN | Only visible if available. | | |
| Invoice discount | Only visible if available. | | |
| Item discount | Only visible if available. | | |
| Incoterms | Only visible if available. | | |
| Free of freight | Only visible if available. | | |
| Terms of payment | Only visible if available. | | |
| Form of payment | Only visible if available. | | |
| Terms of delivery | Only visible if available. | | |
| Customer group | Only visible if available. | | |
| Discount group | Only visible if available. | | |
| Customer category | Only visible if available. | | |
| Price list | Only visible if available. | | |
| Price group code | Only visible if available. | | |
| Branch type | Only visible if available. | | |
| Association | Only visible if available. | | |
| Membership number | Only visible if available. | | |
| Sales office | Only visible if available. | | |
| Group of sales agents | Only visible if available. | | |
| Account group | Only visible if available. | | |
| Advertising material | Only visible if available. | | |
| Daily debit entry | Only visible if available. | | |
| Client | Only visible if available. | | |
| Tax Ident Number | Only visible if available. | | |
| VAT ID | Only visible if available. | | |
| Attribute 1-16 | Only visible if available. Right BASIS / customer attributes | x | |
| Contact provided | Only visible if available. | | |
| Status | Only visible if available. | | |
| Credit limit | Only visible if available. | | |
| Parent customer | Only visible if available and Key account module licensed | | |
| Currency | Only visible if available. | | |
| Managed by | Only visible if available. | | |
FAQ
Release