To add a new customer or contact, click Add New in the left menu, and then choose whether to add a new customer or contact.
This will give you a form that can be filled in with contact information about the customer or contact.
Corporate lookups are fully integrated into 24SevenOffice. This gives you as a user of 24SevenOffice a very time-saving tool by obtaining information from the business register where available:
- Get business information for CRM in a simple search
- Subscribe to credit rating reports
- Subscribe to credit monitoring by customers
- Role search for contacts in CRM
Once you have selected Add new customer, you will go directly to General where you will be able to choose the customer type Customer, Supplier or Private Customer. If you choose a private customer, you also get the field First name. Then the first name should be entered in the First name field and the last name should be entered in the Name field.
When you fill in an organization number on a customer, it checks to see if the organization number is already in your system and if it is already in external search service (if you use the service, "Device register"). If you see that it already exists in the system, you can click "View" and go directly to the customer who is already inside to avoid having to create a duplicate. If the customer is not already in the system, but you find it in external search service, then you can click Add and thus the information about the customer that is in the external search service is filled in the fields on the form.
The customer owner is automatically set to be the logged in user, but this can be changed if another person is to be the owner by clicking on the cross to the right of the owner's name and then searching among all those registered under Administration - Employees in the system. In addition, it is possible to set up that the customer or contact should only be visible to the owner if not everyone should be able to see the customer / contact.
If you click on Addresses, you will be given the options to enter your invoice address, postal address, delivery address, visit address and confirmation address.
Under settings you will find invoice settings, price settings and supplier settings. It is a great advantage to go through this if the different customers are to be treated differently, for example, you do not have to manually make changes to orders that go against the customer every time an order is created, because then the settings have already been set for each customer in advance. .
When you select "Add new contact", you will be presented with a form where you fill in contact information about the contact under Overview, Addresses and Advanced.
Under Advanced, you can optionally change the owner for the contact and choose whether it should be visible only to the owner or whether it should be visible to everyone.