Why don't you check out our Customers Module Video Tutorial.
Our cloud-based management software enables you to easily manage all aspects of your business and helps you meet the requirements of ISO 9001, ISO 14001 and ISO 45001.
This video shows you how to use the Customers Module within isCompliant.
For more information visit www.iscompliant.com
The Customers module allows you to store full customer contact details, assign them to your projects. Even if you are not working for a customer currently doesn’t mean you won’t again in the future, so you can mark them as Inactive without having to delete their details.
3.11.1 Creating a Customer record
- Open the Customers module.
- Click the New button in the bottom right hand corner.
- If you have chosen to manually insert codes to this module, you will need to insert a unique Short Name for the record. See Section 2.3.4 on Coding Rules for more information.
- Enter the Customer Name.
- Where necessary, you can type the Customer Number and any Notes in the grey boxes.
- You can link the Customer to an Account Manager where appropriate, by selecting the associated employee from the drop down list.
- Click Save.
3.11.2 Adding detail to a Customer
Once you have created the Customer record, you can add further detail by working through the tabs.
Customer Details: As explained in Section 3.11.1, you can add the key details of the customer here. You can also change the status of the customer to Active or Inactive.
Contact Information: Insert the customer contact details by typing them into the relevant grey boxes.
Contacts: Type the Forename, Surname, Position, Phone and Mobile numbers of your designated contact at the customer in the green boxes and click Save. A new row will appear underneath your saved contact for you to add another.
Projects: To link a customer to a project, select the project from the drop down list.
Actions: You can create an Action relating to the Customer by following the steps set out in Section 3.6.2.
3.11.3 Editing or Deleting a Customer
You can edit a customer by opening the Customer module and clicking the corresponding Edit button. If you have permission to edit within this module, you will be able to navigate the tabs as above and make any necessary changes.
To delete a customer, open the record and click the orange Delete button at the bottom right of the screen. Remember, you can make the customer inactive if you are not presently working for them; go to the Customer Details tab and change the Status.