Unified Customer File
The customer file includes all information about past transactions
and interactions between the customer and the company.
The table below shows an anonymized customer file of a translatioin
agency with plugin-components from:
- Customer details (contact information, main and accounting contact)
- Recent Invoices (invoices overdue, ...)
- Price List (translation only)
- Forum Items (incidents, dicussions, news, notes, ...)
- Offices (with contact information by office)
- Past Project
- Account Managers (who is managing this customer?)
- Customer Contacts
- Shared Customer Files (contracts, emails, ...)
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