Customers

Die Agenturverwaltung uses three hierarchical levels to represent the client side: customer > customer account > job.

One or more customer accounts can be managed for a customer. Within a customer accounts there can be one or more jobs. This page deals with the middle level: the customer account.

Customers in the job management

A customer is the top hierarchy level in the job management. The master data of a customer is stored on a customer, which is then used when creating a new customer account.

Each customer has a unique short code that is used for project and invoice numbers and is displayed in the customer master data.

Since all customer account and job information comes together on a customer record, customer-wide reports and analyses can be displayed and evaluated here.

The customer status

A customer can be set from the status active to dormant All customer accounts and jobs of this customer are then considered closed regardless of their status. That means no further work times or external services can be booked to them, and new financial documents such as estimates, credit invoices or invoices can no longer be created for these jobs.

The status can be set back to active at any time.

Allow status changes only with certain permissions It can also be defined that a user may only change the status under certain conditions - e.g. only with administrator rights. One application scenario would be, for example, to allow only administrators to reopen a dormant customer. Contact our customer service if you have such rules in your processes: [e-mail]