Customers > Customers
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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
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- Customer name
- Contact person
- Who's responsible
- Unit
- Potentiality
- Project
- Employee
- Supervisor
Adding a customer
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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.
After adding the price groups you can save the price list by clicking "Save changes and close". This returns you to the pricing settings where you must set the start date of the price list and check the check-box of the price list that is in use. You can also go back to modifying created price lists or remove them. To save the changes that have been made click the "Save changes and close"-button.
Active price lists can be viewed by hovering mouse over the "Pricing"-button.
More information about pricing and setting price lists is in the Billing and pricing introduction. ADD A LINK TO BILLING AND PRICING WHEN IT IS READY
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| 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 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.