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Customers > Details

The following explains how to add details to a customer and how to modify added details in the Details tab.

 



 

Handling details

Searching details

In the Details tab you can list desired details by information they include:

  • Dates

    For example by the creation date or the due date.
  • Unit
  • Customer name
  • With keyword search
  • Details involved in billing by the billing related dates

 

Modifying details

To  modify a detail you must make sure it is listed on the detail list and click "Modify" on the desired detail. This opens up a section below the list where you are able to modify the detail.

 

Adding a detail

To add a new detail you must click "Add" on the bottom of the page. This opens up a section where you are able to write down the information of the new detail. Details are customer-specific and it is possible to add alarms and topic related notes.

 

The information that can be included in a detail

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