Customers > Customers

...

• 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.
  
  

...

Info
If the Customer details and attachments section is not open, it can be opened by clicking the plus () sign on the left.

A new detail/note 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.

• Notes subject
  • The subject can be the name of the note or a short description of the note.
• Status/type
  • The type of the note defines what kind of note it is.

• Description
  • The description includes the note itself that needs to be remembered.
• Additional options
  • Here are the following options:
    • ^{Ask employee to confirm they have read the attachment when logging in}
    • ^{Show attachment to employee}
• Assignee(s)
  • Defines the people that are in charge of the note.

• Next alert
  • Defines the date of the next alert. The alert sends an email notification to the people, who are added in the "Assignee(s)" field.
• Upload a file
  • A note can have an attachment, which can be added here.
• Creator notification
  • If the creator of the notification wants to be notified by any changes to the note, this check-box must be activated.

"Save changes" button saves the added note. New notes can be added after that by clicking the "Add" button again.

Customer basic information

...