Menu options in the customer management

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Menu options in the customer management

If you click on a customer in the customer list, a menu opens. The following options are available there:

 

kunde-menue

 

1. Edit:

If you would like to change customer details, such as contact details or contact persons, click "Edit".

2. Create a project:

If you would like to create a new project for the customer, you can do this directly here.

3. Evaluation:

If you go to the evaluation via the customer management, the customer filter will be preallocated directly to you.

4. Delete:

Use with care. Here you delete the customer and his projects.