Add a new customer

The header panel is a information bar shown at the top of a customer page. Here you can see some of the customer's basic information, such as customer name, corporate ID number and financial year. You can click the info icon in order to see more information, for example the account manager and VAT period. You can also click the customer name in order to open the tab Basic information. There you can see and edit all basic information for the customer.

The Overview tab shows the checklists of tasks chosen for the customer. When clicking a task from the tasklist, a dialogue is displayed, enabling you to mark checkpoints as completed. You can also see To do-notes with due dates, related to the customer. In addition you get, via charts, an overview of invoices and planned and hours spent on the customer. By clicking on the gear symbol, additional settings and selections can be made.

This tab shows basic information, such as Type of company, Account manager, Address and Financial years and additional information such as VAT period and Accounting method. Here you also link the customer to the price list that they are linked to.

On the Contacts tab you can see the contacts that are linked to a customer. You can add a contact by either choosing an existing one from the register or entering a completely new one. This is also where you can specify the role a contact has with the customer.

You can see what tasks the agency is doing for the customer on the Tasks tab. You can add tasks by clicking the Add task button.In the dialogue, you choose task and set the task owner. In addition, you can add other employees involved in the task. To add completely new tasks, go to Settings – Tasks.

If you are using time registration in the program, you must also specify the type of pricing that will apply for the task. Read more in Pricing of a customer task.

Here you can edit existing pricing for the customer. You can also create new pricing, where you can add Price per hour, Price per transaction and Fixed price. Read more in Pricing of a customer task.

On the Events tab, you can see all the notes, e-mails and text messages that have been created or sent from the program for a specific customer. Here you can also choose to save e-mail that has been sent to or received from another e-mail application. Read more in Write a note and Send e-mail.

You can save all documents belonging to the customer in Documentation - Document archive. The purpose of the archive is only to collect customer´s documents in one place, not to create or edit documents. Stored documents should therefore be completed edited. You can also assign categories to your documents in order to group them according to the structure used in your agency. Read more in Document categories.

The Resource planning tab allows you to plan the number of hours worked directly from the customer view. Allocation of hours is dependant of your user rights. With full permission, you can allocate hours on all tasks and underlying activities on the customer and on all employees who participate in the task. The easiest way to plan time per employee, is by using Resource planning in the main menu. Read more in Resource planning.

Here you can select the applications that you wish to collaborate in with your customer. Select the application and follow the instructions. Read more in Collaborate with your customers via Visma Advisor.