You can manage your customers in the master data. In addition to contact persons, bank data, customer devices and much more, properties, price lists and customer groups are also assigned to a customer. […]

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Manage customers

The information in the desk4 customer base is the most important information and can be maintained and created down to the last detail. All address data are recorded and managed in the customer master. Each customer is assigned an individual customer number and the data record is supplemented with addresses, contact persons, terms of payment and bank data. In addition, you can view all completed, unpaid or posted documents under the “Documents” tab and, if necessary, jump directly to the corresponding documents. In addition to the main address, billing address and several delivery addresses can be recorded. The entry of email data enables the delivery note or invoice to be sent directly to a collection point at the customer’s premises. The contact data of each customer employee is created with a personal email address. These personal data of a private person or a contact person can be deleted at any time according to DSGVO without the associated receipt which is to be kept according to GoBD being lost. A nice addition is the immediate Google Map view and the map route planning from the customer base.

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