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The customer registration module facilitates the registration of all important information about company customers. The main recorded data are preset, other data to be recorded are added by the users themselves. The module is connected with the labour reports module for easier reporting of the activity worked by individual customers.
Every business tracks different information about its customers. Configure date fields (up to 3), date and time fields (up to 3), short text fields (up to 5) and unlimited notes (up to 3) exactly according to your business needs. You can also attach files to each record (up to 3 types) — contracts, certificates or photo documentation.
Never miss the expiry of a contract, certificate or insurance policy again. The system displays alerts directly on the home page and also sends an email to selected users — with a configurable lead time that you set yourself. Records with expired deadlines are automatically highlighted in red.
Your entire customer database on one clear screen — with search, sorting, pagination and the ability to hide unnecessary columns. Export the currently displayed records to Excel with a single click for further processing or reporting.
Directly from the customer detail view, see the history of work done, total hours and costs, and links to orders. Log a new work report with a single click directly from the customer record — without unnecessary switching between modules.
What you can use customer records for
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Centralized contact database
All information about customers — contact details, addresses, phone numbers, emails — in one place accessible to all authorized employees online, anytime and from anywhere.
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Chronological notes with author tracking
Maintain a history of notes for each customer with date, author and any attachments. Always know who dealt with what and when — the ideal replacement for scattered emails and paper notes.
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Filtering by activity and city
Quickly display only active customers, customers from a specific city, or a combination of both filters. The database remains clear even with hundreds of records.
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Direct link to address map
Each customer has a direct link to a map with their address. Sales representatives and service technicians can immediately find out how to get to the customer.
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Granular access rights
Five permission levels (no access, view only, edit, delete, full access) ensure that each employee sees and can edit only what they are authorized for.
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Deleted record management
An accidentally deleted customer is not lost. The system keeps a history of deleted records with information about who deleted the record and when. Records can be restored.
Integration with other modules
Customer records seamlessly connect with other eIntranet modules, creating a comprehensive information hub for all your customers.
Help/Wiki for this module can be found at: https://wiki.eintranet.net/en/modul/37/customer-records
Keep your customers always under control
Electronic customer records in eIntranet replace Excel spreadsheets, paper filing systems and scattered information across different systems. Your customers, deadlines and communications will be clearly organized in one place — available to the entire team online, securely and at any time.
Software for electronic customer records simplifies the management of corporate clients and integrates directly with the work report module—eliminating the need for manual data copying.
Key features and benefits:
- Configuration of optional fields tailored to your company’s specific requirements—add contact details, internal codes, or notes without database modifications.
- Automatic monitoring of contract and invoice expiry dates—early alerts for renewals or expirations increase client satisfaction and reduce payment delays.
- Simple work report generation for each customer—export to Excel or generate a direct system report, saving time spent on invoicing.
- A centralized database with filtering by region, project, or status—quickly find the information needed for business meetings or internal analysis.
Use the customer record module and reduce client management time by 30 %—try it today and see the difference in everyday operations.