Manage customers

Customer Management is your central hub for all customer data: Here, you can search and filter your customer base, create new customers and contacts, edit existing entries, and compose emails directly to your contacts—all at a glance in a clear, organized table.

Navigation

Open Customer Management via:
Navigation bar → Customers → Customers

Note: The exact naming of the menu items may vary depending on the configuration of your LDB. For example, Customers may also be labelled as Contacts.

The following describes the functions for managing customers in the LDB.

Overview

Customer Management is the central overview of all customers recorded in your LDB. From here you can access all customer-related data and create new customers.

Customer Management allows you to:

Search for specific customers and filter by status, category, or tags
Create new customers
Edit existing customers and open them in the detail view
Export customer data to Excel
Edit categories
View archived customers via the trash can
Propagate visibility to subordinate entries

Description of the tabular overview

Customers are displayed in a tabular overview. The following table describes the columns of the overview table.

Figure: Overview of Customer Management

Note: All texts highlighted in blue in the table are clickable links to the respective data types. Some columns are always present, others are configuration-dependent. The naming of the columns may also be configuration-dependent.

Column	Description
No.	Customer number. It is used to uniquely identify the customer.
Customer	Name of the customer as a blue-highlighted link to the detail view. A pencil icon for editing appears to the right of the name. In addition, the following can be shown here: configuration-dependent category labels (e.g. Manufacturers / Suppliers, Company, Municipality), tags (e.g. QM, Demo), a red-highlighted lock note with warning symbol, the customer zone login including login status, as well as linked or assigned customers.
Contact	Stored contact persons of the customer. An email can be composed directly via the envelope icon next to a name. If there are several contacts, show more Contacts is displayed.
Telephone	Telephone numbers of the customer, marked by number type: M for mobile, P for telephone/landline
Address	Postal address of the customer. If stored, the website is displayed as a link. Via Map you open the address in the map view.
Status	Shows the current status of the customer. With the corresponding access right, the status can be changed by clicking the status symbol.

Functions

Search functions

Various search options are available to help you find customers quickly and precisely.

Quick search

The quick search enables a search across data types without first switching to the respective area.

Find the search field in the navigation bar at the top left.
Focus the search field with / or s, or click into it and enter your search term.
Use the search shortcut k:searchterm for a targeted search in this area.

Simple search

Use the search field directly above the customer list (magnifying glass icon).
Enter the search term (e.g. name or customer number) and click the magnifying glass icon or press Enter to start the search.

Advanced search / Detailed search

Click the slider icon to the left of the search field to open the advanced search mask.
Filter by specific criteria as well as additional configuration-dependent fields.

Additional search and filter functions

Use the drop-down filters in the top menu bar: Status, Category, and the tag filter (label icon).

Add a new customer

At the top right, click the green + Add Customer button.

Figure: Add Customer

Further information: LINK_TO_PAGE=Add Customer

Edit an existing customer

Change the data of an already recorded customer via the edit function.

Click the pencil icon to the right of the customer's name.
Alternatively: Click the blue-highlighted customer name and then, in the detail view, click the orange Edit button.

Figure: Edit Customer

Show customer

Open the full detail view of a customer.

Click the blue-highlighted customer name to switch to the detail view. There you will find the customer-related areas (e.g. Files, Quotations, Orders, Invoices, Tasks, Supplier evaluations) as well as the customer details.

Compose email to contact

Compose an email to a customer's contact person directly from the overview.

In the Contact column, click the envelope icon to the right of the desired contact person's name.
If several contact persons are stored, first click show more Contacts to display all contacts.

Export customers as Excel

Export the current customer list for further processing.

Above the list, click the Excel export button.
If needed, you can narrow down the list before exporting using search and filters in order to export only the customers you require.

Edit categories

Manage the categories assigned to customers (e.g. Manufacturers / Suppliers, Company, Municipality).

At the bottom of the list, click Edit Categories.

Show archived customers (trash can)

Open deleted or archived customers.

At the bottom of the list, click Show trash can.

Propagate visibility

Propagate the visibility of all customers to subordinate entries.

At the bottom of the list, click Propagate visibility for all customers to subordinate entries.

Note: This action affects all customers and their subordinate entries.

Sorting of customers

Sorting logic

The list is ordered according to the configured sorting. If needed, the sorting can be adjusted by your customer support.

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