Customers > Customers
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- Price group type defines the kind of the price group.
- Price mode defines how the price acts in different situations.
Extension you can use to define the pricing and define price salary types in a certain price group. It uses Regexp-targeting.
Info Regexp (Regular expression) is a sequence of characters that define a search pattern. You can find many sites where you are able to test regular expressions before adding them in Tuntinetti. More information about regular expressions you can find at wikipedia. https://en.wikipedia.org/wiki/Regular_expression - Price defines the multiplier of the price group.
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A new detail can be added by clicking the "Add"-button in the Customer details and attachments section. Fields for the detail's information open up under the detail list.
Customer basic information
Customer's projects and employees
In this section you can add and delete customer's projects, as well as manage employees of those projects.
It is also possible to set, for example, a separate price list for the project, if customer's price has been turned off from the project. You can also select if the project is even in use for the customer.
Customer's branches
Asiakkaan toimipisteitä pystyy tarkastelemaan listana painikkeella Asiakkaan toimipisteet. Tämä avaa Asiakkaan tiedot-ikkunan, jossa toimipisteet ovat listattuna. Tässä ikkunassa on myös mahdollista luoda lisää toimipisteitä.
Asiakkaat_CRM_en / customers-branches.png