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.