Customers

Manage customer cards, addresses, contacts, and status in the BackOffice.

The Customers area is your CRM base in the BackOffice.

Use it to keep one record per customer.

That record supports planning, billing, and service history.

Customers is part of Relations.

It is available in all OutSmart packages.

What you manage here

• customer cards and main details
• work and site addresses
• contact persons and linked records

What you find on a customer card

A customer card can include addresses, contacts, work orders, projects, invoices, quotes, notes, tasks, and attachments.

Some tabs depend on your package and active modules.

Common tab availability:

• Overview — requires CRM+
• Invoices — requires a package with invoicing
• Projects — requires a package with projects
• Quotes — requires Quotations
• Objects — requires Object Management
• Contracts — requires Contract Management
• Tasks — requires Tasks

Start here

• View a customer card — open the full customer context.
• Create a customer — add a new customer record.
• Change the debtor number — correct customer numbering when needed.
• Add an address to a customer — store extra work or site locations.
• Add a contact person — add the right people for follow-up.
• Make a customer inactive — stop using a record without deleting history.

Common follow-up flows

• Create a task from a customer card
• Work with customers and leads in CRM+
• Change the customer on a work order

Why this matters

A complete customer card speeds up daily work.

It also reduces duplicate entry.

It keeps customer history clear.

Related topics

• BackOffice
• Tasks
• Work Orders