The customer file
Everything about one customer in one place, in eight groups with counts.
The customer file gathers everything that belongs to one customer. The menu on the left is sorted into eight groups, so you do not have to hunt for a tab.
The eight groups
- Overview, Communication, Sales and Finance.
- Projects & work, Logistics, Documents and More.
Each group opens and closes, and IDup remembers this for you. Every item shows a count, and empty items are grey. Use Search menu to jump to an item. Show all items reveals the ones that do not fit the customer type.
The header
The top of the file shows the Open amount (or All paid), the Last contact, the Next appointment, Customer since, the Group and the Type.
Quotes
There is one list of Quotes with a Type column: Standard or With design. New quote asks which kind you want. Standard has items, prices and taxes. With design is a document with your own layout and signature.
Tenant, company or private
Items that make no sense for the customer type move to More. Items that already hold data are never hidden. For a private customer you can add other people with a role: Co-tenant, Partner, Emergency contact or Other. Invoices and standard e-mails still go only to the main contact.
History
The history shows a table and a timeline. The table is the default, and you can switch per person.
Nothing is tracked — the buttons only open a message so you can tell us what was missing.
