How do I work with organisations and contacts?

Why it matters

The customer decides who gets a report, which brand reports use and whether the customer sees value in €. A missing e-mail address or a wrong brand only shows when a report does not arrive or looks wrong.

How to do it

1. Open Organisations in the Customers group. Search by name, short name, KvK or city, and choose Tree or Table. Open in Alpha
2. Create a customer with New customer. Create a portfolio under a customer on that customer's Overview with New portfolio.
3. Open a customer. Change the details with Edit, and the addresses under Addresses.
4. Under Contacts, add a person with Add contact. Turn on Receives reports for whoever should get reports, and fill in an e-mail address.
5. May the customer get reports automatically? Under Performance reports, turn on Automatic sending allowed, on the main account.
6. On the Brand tab, choose the customer's brand, or leave Inherited (main account or default brand).
7. Looking for a person? Open Contacts and filter on At a customer or At a site. Open in Alpha