Author Topic: Client management / Customer numbers  (Read 2598 times)

Guite

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Client management / Customer numbers
« on: January 12, 2010, 08:39:52 am »
Hi all FO users.
What are the best practices for managing and maintaining information artefacts like customer numbers?

  • One could add own fields for storing this information
  • Problem is that a customer can be a company, but also a single (private) contact
  • One could add companies also for the latter one in theory
  • Another possibility is a document for making assignments (number -> name)
  • Capabilities for the reporting would be nice, like seeing something grouped by customer numbers
Anybody working with unique numbers in practice? Thanks in advance.

a2opinion

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  • Christian
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Re: Client management / Customer numbers
« Reply #1 on: February 26, 2010, 03:13:04 pm »
we've always entered a new contact for each customer we have with all of their direct numbers and such, as well as a company contact with company numbers and addresses