Customer sorting in the selection lists by Name

Customer sorting in the selection lists by Name instead of Customer No.: If you activate this checkbox, customers in the selection lists (e.g., during project planning and project status reports) are sorted by customer name.

User with Additional Rights/Controller may create customers
Only an Administrator is allowed to create customers. Optionally, you can allow employees with the role User with Additional Rights or Controller to create new customers (Yes setting). Such an employee is automatically entered as the Customer Manager (with the permission to change customer data) for this newly created customer. If you subsequently remove this customer responsibility from such an employee (at the customer level), they can no longer edit this customer.

Default VAT for new customers
available from ZEP Compact Revenues & Costs

When creating a new customer, the value entered here is pre-filled.

Only with Invoicing module:

Default 'Flat travel rate for a continuous trip involving multiple projects' for new customers: available from ZEP Compact Travel Expense Report

As a default setting for new customers, you can set:

For Flat travel rate per day, you have these two options:

For Flat travel rate per trip, you have these two options:

In the menu item Customers > Billing Settings > Travel Settings, you then have the option to individually define for each customer how the flat travel rates should be calculated for that customer.

In Customer Administration, you can assign your customers to an Industry and filter the list by Industry. You define these Industries here.

You can store Industries in multiple languages. The entry is made in the Designation field: Click on German/English/French/Spanish, enter the designation for the short form. Depending on the language set for the employee or the project, the designation will be displayed in the language selection.

Here you define Categories to which you assign your customers, respectively. For example: prospect for one of your products, sales partner, or cooperation partner, etc. In Customer Administration, you assign each customer to a category. This categorization serves as a search and selection criterion.

You can store Categories in multiple languages. The entry is made in the Designation field and can also be done in different languages. Depending on the language selected by the employee or the project, the designation will be displayed in the respective language.

At this point, you define Categories to which you assign your Customer Contacts, respectively. For example: Christmas Card, Info, etc. In the contact person's menu, you can then assign one or more categories. This categorization serves as a search and selection criterion under Reports > Customers > Customer Contacts.

You can define Additional Attributes for customers, projects, tasks, and employees. An Additional Attribute is a field that is then present for every customer/project/employee and can be maintained.

When creating an Additional Attribute, the following information must be provided:

When using Personio: The Personio attributes are adopted if the name is the same.

Details on the data types:

Additional Attributes are displayed on the employee's Data page and can be entered in the edit mode.

Current uses of Additional Attributes: