Customers > Customers
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There is an instruction video about the topic here: Customers CRM - Tuntinetti
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Customers
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Adding a new customer starts with clicking the "Create new"-button next to the keyword search. "Add new customer and detail" creates a new customer with a detail at the same time. If you know that you're going to add a detail to the new customer you're creating, that is a simple way to create both at the same time. Of course you can always add details to customers afterwards. Instructions on how to add them afterwards can be found under the Adding customer details 53149243 heading.
When creating a new customer Tuntinetti informs that the official name of the customer and the business id are the only obligatory fields. We advice to enter all the information about the customer that is possible to enter. If you want to fill some information later that is left empty in the creation phase you can always come back and fill in or modify the customer's information by selecting it in the search result list. The customer's information can include among other things:
- Official name of the customer
- Business id
- Additional id
- Transfer id
It is possible to mark the customer as a private customer
Info To a private customer it is possible to add Birth date, Identity code and Sex - Collegual name
- Billing name
Main office or Payer
Info Payer is only used when the customer is a private customer. In other cases this is Main office.
In terms of functionality, there is no difference whether it is a private customer or a Company, you can use Main office as payer for both of them when invoicing. But in the case of a private customer, we talk about Payer because the concept of Main office is not actually applicable to a private customer.
- Responsible unit
- Responsible person
- Salary payment dates
- Length of the lunch hour
Miscellaneous information
Info This information can be shown to the employee who visits the customer in addition to the contact information. - Notes
- Service description
- Attached photo
Addresses
Info Billing address and street address separately. The street address can be viewed in a map by clicking the map icon 
.- Billing contact person
- Phone number
- Contact e-mail
- Billing e-mail
- Electronic invoicing id
- More settings:
- By default disable bill debt collection
- By default disable bill payment reminder
- Send reports for approval separately for each project
When the customer's information has been entered the changes must be saved by clicking the "Save changes"-button on top of the page. The added customer can be found in the search results and it is able to search it with keyword search.
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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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