Contents

Customers

The customer is the entity for which the project is set.

It is generally the owner of the project, and in many cases it is the payer.

It can be an internal entity, into the same enterprise, or a different enterprise, or the entity of an enterprise.

The customer defined here is not a person. Real persons into a customer entity are called “Contacts”.

Section: Description

Field

Description

Id

Unique Id for the customer.

Customer name

Short name of the customer.

Type of customer

Type of customer.

Customer code

Code of the customer.

Payment deadline

The payment deadline is stated on the bill for this customer.

Tax

Tax rates that are applied to bill amounts for this customer.

Tax number

Tax reference number, to be displayed on the bill.

Closed

Flag to indicate that the customer is archived.

Description

Complete description of the customer.

* Required field

Section: Address

  • Full address of the customer.

Section: Projects

  • List of the projects of the customer.

Section: Contacts

  • List of the contacts known in the entity of the customer.

Contacts

A contact is a person in a business relationship with the company.

The company keeps all information data to be able to contact him when needed.

A contact can be a person in the customer organization.

A contact can be the contact person for contracts, sales and billing.

Section: Description

Field

Description

Id

Unique Id for the contact.

Photo

Photo of the contact.

Real name

Name of the contact.

User name

Name of user.

Initials

Initials of the contact.

Email address

Email address of the contact.

Profile

Profile of the user.

Customer

The customer the contact belongs to.

Function

Function of contact.

Phone

Phone number of the contact.

Mobile

Mobile phone number of the contact.

Fax

Fax number of the contact.

Is a resource

Is this contact also a resource ?

Is a user

Is this contact also a user ?

Closed

Flag to indicate that contact is archived.

Description

Complete description of the contact.

* Required field

Field: Is a resource

  • Check this if the contact must also be a resource.

  • The contact will then also appear in the “Resources” list.

Field: Is a user

  • Check this if the contact must connect to the application.

  • You must then define the User name and Profile fields.

  • The contact will then also appear in the “Users” list.

Section: Address

Full address of the contact.

Section: Miscellanous

Field

Description

Don’t receive team mails

Box checked indicating that the resource doesn’t want to receive mails sent to the team.