Add a customer and a contact

IDup separates the customer — the company or household you do business with — from the contacts — the people at it. Invoices, projects and contracts belong to the customer; logins, e-mails and app invitations belong to the contacts.

Getting that right at the start is what lets a colleague take over a relationship without asking you anything.

Step by step

1. Open Customers and create a new one. Fill in the legal name, the address, the currency and the tax details — invoices inherit all of these.
2. Add at least one contact: name, e-mail, phone. That contact can be given portal access.
3. Set the contact's role if you use roles — for example billing versus technical — so the right person gets the right e-mail.
4. Tick Invite to the IDup app on the contact if you want chat, appointments and push with them.
5. Assign the customer to a group if you segment your base; groups drive filters, reports and campaigns later.
6. Save. The customer record now gathers everything: invoices, estimates, projects, tickets, files, notes and conversations.

In the app

1. Open customers in the app.
2. Create or open a customer and work with the same fields.
3. The last loaded customer list stays readable offline, marked Offline, as of <time>.

Two customers that are the same company

It happens. Use the customer merge tool rather than deleting one: merging moves the invoices, projects and history across instead of losing them.

Related lists in the same area

• Customer groups — for segmenting.
• Contact roles — for deciding who receives what.
• Customer map — where your customers are, on a map.