Adding and managing a customer

On the Customers page you manage all customer details and see, at a glance, their contact history, quotes, projects and maintenance.

Adding a customer

1. Go to Customers and click New customer.
2. Choose the customer type: Private individual or Business. For Business, you can also fill in a company name.
3. Fill in first name, last name and email address — these three fields are always required, even for a business customer (enter your contact person's name).
4. Does your environment have the customer portal enabled? Then you can immediately tick "Send login details right away (customer portal)". The customer then receives an email with a login link.
5. Click Create customer.

Editing customer details

Open the customer and click Edit. Here you can:

• change the customer type (and for Business: company name, Chamber of Commerce number, VAT number),
• update contact details (salutation, name, email, phone),
• fill in the address — this address is automatically used to show the customer on the map (see Viewing customers on the map),
• keep internal notes.

The customer record

Every customer has their own record with tabs, depending on which parts of the business module are enabled in your environment:

• Overview — active projects, outstanding quotes, last and next appointment.
• Appointments — visit history and scheduling new appointments.
• Projects and Maintenance — if these parts are enabled.
• Quotes — all quotes for this customer, with a button to start a new one.
• Products — equipment installed at this customer, with warranty status.
• Contacts — business customers only: multiple points of contact, with one marked as primary.
• Communication — a log of emails exchanged with this customer.
• Documents.
• Customer portal — if the customer portal is enabled: here you grant or revoke access to the Bouwjournaal (construction diary) for this customer.

Granting or revoking portal access

On the Customer portal tab:

1. Click Grant access.
2. Fill in this person's first name, last name and personal email address.
3. This person immediately receives an email with a login link.

Want to revoke someone's access? Click Revoke access next to their name. The account itself keeps existing, only the link with this customer disappears.

Note: the customer portal grants access to the Bouwjournaal, not an overview of quotes. A customer views and accepts quotes via the link in the quote email itself.

Deleting a customer

Click Delete at the top of the customer record and confirm. This permanently deletes the customer, their documents and linked data — this cannot be undone.

Frequently asked questions

• Can I create a business customer without a person's name? No, the creation form always asks for a first and last name, even for a company — enter the contact person.
• Why don't I see the Customer portal tab? The customer portal is a separate setting your administrator needs to turn on in Settings.
• Why don't I see any quotes on the Quotes tab? This tab searches by the customer's email address. If the customer has no (correct) email address, quotes can't be found here.
• Can I import existing customers? Yes, use Import above the customer list. Download the template Excel first so the columns line up correctly.