A contact is someone at the customer you talk to. A property is the building or flat you work in. Both always belong to a customer and are added from the customer card.
Who can do this
Anyone with the permission Create and change customers.
Before you start
Open the customer card. For a property that is to give a ROT deduction: have the property designation, or for a co-op flat the association registration number and the flat number.
Steps
Contact:
- Press Add a contact under Contacts on the customer card.
- Fill in Name, and what is known of Role, Phone and Email.
- Tick Receives tenders, Receives invoices or Is the main contact if it applies to the person.
- Press Add the contact.
Property:
- Press Add a property under Properties on the customer card.
- Fill in what is known of Property designation, Address, Postal code and City.
- Choose Building type and fill in Completed if known.
- For a co-op flat or an owner-occupied flat: fill in Association registration number and Flat number.
- Press Add the property.
Tip: The column Payout documentation on the customer card shows what is missing to request a payout for a ROT deduction. Complete it while the customer is on the phone.
Frequently asked questions
It says the contact needs an email address
A contact who is to receive tenders or invoices must have an email address, or nothing can be sent.
It says the property needs at least one detail
A property must be distinguishable from the next: fill in a designation, an address, or the association number together with the flat number.