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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.
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What you can use customer records for
- Thanks to customer records, companies have easy access to all relevant information about their clients.
- The basic data that will be recorded are preset (e.g. name, address, telephone, e-mail), other data can be added by users according to their own needs (dates, other identification data, etc.).
- If the user enters items into the register that need to be monitored for expiry, the system will automatically notify the user in advance of the approaching expiry date.
- The records are linked to the timesheet module - thanks to this it is possible to record the work done directly to the customer and, if necessary, have it displayed in the timesheet.
- Within the module, you can search using the quick search function or the Filter function, which allows you to search according to various criteria - for example, whether it is an active or inactive customer, or the location of the company.
- The module allows you to set different access rights for different types of users - from the ability to simply read in the records to the ability to read, add notes, edit and delete in the records.
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.