Create customer

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Customers are created as a contact in the address book and then activated as a customer and/or supplier.

When creating a new customer, fill in important fields such as company name and abbreviation. Tags will help you to find your customer easier.

Enter contact options such as telephone numbers and e-mail addresses and add address information. You can activate your new customer under the Client tab. Options such as payment terms and VAT rates are available in this tab.

Navigate to the address book area under CRM → Address Book.

Click on the + Contact button.

Fill in the mandatory fields, including the official company name and abbreviation.

Add optional tags to make the contact easier to find.

Enter contact options such as telephone numbers and e-mail addresses.

Add address information such as street, city and postcode if required.

Activate the contact as a customer by ticking the corresponding checkbox → activate in the Client tab.

After the contact has been activated as a customer, configure individual payment targets, rate cards and tax rates if required.

Save the information entered by clicking the Save button.

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In the overview you can also add further fields to your contact such as place of jurisdiction, company register number, management, etc.