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Customers

When the 'Customers' module is activated, you can store essential customer information and associate projects with specific customers. Furthermore, a collaborator's customer experience can be utilised to assess their suitability for a particular team.

To set this up:

  1. Go to the gearwheel icon.
  2. Select "Settings."
  3. Under "Modules," locate "Customers."
  4. Ensure "Customers" is active.


One setting is available:

Customer experience required: Choose whether customer experience is generally required across most teams. Options include: Always, Never, Default yes, or Default no.

Once activated, "Customers" will appear in the main header menu. Click the "+" icon to add a new customer. Complete all required fields and then select "Add customer."

From now on when creating a project we can link a customer to that specific project: