The Customers/Prospects module allows you to create, modify and consult a customer/prospect sheet.
It gives you the list of all the estimates, orders, deliveries, invoices, credit notes and projects linked to customers, as well as all the opportunities and projects linked to prospects.
Check that the Tabs display is activated in Edit > Preferences.
Tabs and descriptions
Tabs | Description |
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General | Allows you to enter general information linked to the customer or prospect like his identity, address or customer contacts. To know more about your customer/prospect, icons are available to rapidly access corporate information on the Internet. |
Finances | Allows you to enter customer or prospect's financial information like accounting parameters, payment conditions, bank details, pricing method and VAT-related information. |
Marketing | Allows you to enter customer or prospect's marketing information like statistical or juridical information. |
Sales Dashboard |
The Sales Dashboard tab allows you to globally view customer or prospect’s sales data like address, contact, events, accounting voucher. The information on this page is automatically displayed as soon as the pages matching the sales dashboard sections are filled in the relevant tabs. By default, this tab is not displayed. |
Blocking Rules (customer only) |
Used to configure customer account's blocking rules. If the accounting or global outstanding is exceeding and the boxes are checked, the relevant business object cannot be created. These rules also apply in the Training module for a training opportunity or a registration file. By default, this tab is not displayed. |
Sites | Groups the list of geographical sites. To add a customer or prospect site, click on the house icon on the right hand side of the table. |
Contacts | Groups the customer or prospect's list of contacts (and their address). To add a customer or prospect's contact, click on the figure icon on the right hand side of the table. |
Affiliation Links | Allows you to link the customer to another customer or prospect by precising the type(s) of link such as a customer or prospect's sheet link type or the linked third-party link type. |
Management Links |
This page allows you to link the customer to another customer or prospect by precising the type(s) of link. It allows, for example, to modify the customer or prospect who charges (in the purchases vouchers) .
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Sales Advisers |
This page gives a list of all the sales advisers associated with the customer or prospect. Besides the information related to the contact's details, you can define:
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Additional Information | Displays a customer or prospect's personalized information that you can configure from Tools > Setup. |
History | Summary table giving the customer or prospect's sheet history details. |
Linked Events | Allows you to view all the events linked to the customer's activity in one single table. By default, this tab is not displayed. |
See also...