Customer card explained
This article brings you a summary of the different fields on the customer card.
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- 1. Fundamentals
- 2. CRM
- 3. Projects
- 4. Job postings
- 5. Candidate / Employee base
- 6. Staffing
- 7. RecMan BI
- 8. Email, Calendar and SMS
- 9. Sales
- 10. Inquiries
- 11. Economy
- 12. Admin & System setup
- 13. Security
- 14. Export
- 15. API
- 16. mScript - Merge tags
- 17. For candidates and employees
- 18. Tips & tricks
Explanation of the various fields on the customer card
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.
- Here you’ll find general information about the customer, ranging from name and customer number to 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 in the customer card.
- These buttons show you quick and helpful information about the customer.
- Economy – Here you will find a graph on revenue for the last two years and the last invoices sent to this customer. You can also do a credit check from Bisnode (only if you have paid for Bisnode).
- Recruitment – 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 on 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.
Here is an example of how one of these tabs will look like after they have been “opened”:
- Enter visit and post address in this box. This information is, for example, necessary when using mscript to entwine information into templates, so it is recommended that both sets of information are filled out.
- You can post the directions to the company’s office, to make it easier to find in case you have a meeting at their office.
- Here you can enter an invoice address and a 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);
- Invoice email;
- Credit time;
- Invoice interval;
- Credit rating;
- Approved credit limit;
- Suggested credit limit;
- Order information (Order information will show up on the order, but not on the invoice itself);
- There is also the opportunity to enter fixed invoice lines, which will always appear on every invoice for this specific customer.
Salary and project data allow you to enter default values for invoice price and which invoice layout you want to use for customers. The fields that you can fill out in the Salary and project data box are:
- Default holiday salary
- Default collective agreement
- 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).
- 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”).
- Hour bank - you can see the amount of logged hours if there are any.
- You can choose a Salary matrix.
- You can change the default working hours for this customer. This will override the standard working hours you might have registered in the collective agreement.
- Here you’ll find an overview of the departments associated with this customer, with the possibility of adding or deleting departments to/from the list.
- Under Co-worker associated with company, you’ll find which employees that’s affiliated to the customer.
- This is a text box in which you can easily write notes regarding the customer. If there is something you should keep in mind when working with the customer, it is wise to put it in here for it to be easily visible.
- Select and add pipelines here.
- A place for the addition of tags.
- In this box, you can post to-do tasks concerning this customer. These tasks will also appear on your home screen.
- Attributes added to the customer.
- In the Log, you can quickly get an overview of recent activities on the customer. You can view changes, updates and you have the opportunity to comment under separate categories.
- This shows what industry the client is linked to.
- What Child projects this company has.
- In the box Group relation, you have the opportunity to tie customers together as child and parent companies.