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You can print or save the customer list in Excel, Visma or Fivaldi by clicking the icons on top-right side of the page.

Searching a customer

The most simple way to search a certain customer is to use the search field. There you can write any information about the searched customer and clicking "Filter". Matching customers update to the below customer list. If there is only one customer that fits the search criteria its information will be shown on the page automatically.

Another way to search customers is to use the search function leaflet. The leaflet can be accessed by moving your mouse on the arrow marks ( >> ) on the right side of the page. This opens up a window where it is possible to search customers by detailed information.

• Customer name
• Contact person
• Who's responsible
• Unit
• Potentiality
• Project
• Employee
• Supervisor

Adding a customer

Creating pricing

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