# Customers

The customer is the entity for which the project is set.

It is generally the owner of the project, and in many cases it is the payer.

It can be an internal entity, into the same enterprise, or a different enterprise, or the entity of an enterprise.

The customer defined here is not a person. Real persons into a customer entity are called “Contacts”.

Section Description

Required field
Field | Description
--- | ---
Id | Unique Id for the customer.
Customer name | Short name of the customer.
Type of customer | Type of customer.
Customer code | Code of the customer.
Payment deadline | The payment deadline is stated on the bill for this customer.
Tax | Tax rates that are applied to bill amounts for this customer.
Tax number | Tax reference number, to be displayed on the bill.
Closed | Flag to indicate that the customer is archived.
Description | Complete description of the customer.

Section Address

Full address of the customer.

Section Projects

List of the projects of the customer.

Section Contacts

List of the contacts known in the entity of the customer.

# Contacts

Contacts screen

A contact is a person in a business relationship with the company.

The company keeps all information data to be able to contact him when needed.

A contact can be a person in the customer organization.

A contact can be the contact person for contracts, sales and billing.

Section Description

Required field
Field | Description
--- | ---
Id | Unique Id for the contact
Photo | Photo of the contact
Real name | Name of the contact
User name | Name of user
Initials | Initials of the contact
Email | Email address of the contact.
Profile | Profile of the user.
Customer | The customer the contact belongs to
Function | Function of contact
Phone | Phone number of the contact.
Mobile | Mobile phone number of the contact
Fax | Fax number of the contact.
Is a resource | Is this contact also a resource ?
Is a user | Is this contact also a user ?
Closed | Flag to indicate that contact is archived
Description | Complete description of the contact

Field Is a resource

- Check this if the contact must also be a resource.

- The contact will then also appear in the “Resources” list.

Field Is a user

- Check this if the contact must connect to the application.

- You must then define the User name and Profile fields.

- The contact will then also appear in the “Users” list.

Section Address

Full address of the contact.

Section Allocations to project

Allows to allocate your contact to a project

see: Allocations

Section List of subscription for this contact

You can see the items followed by your contact in this section

list of elements followed by your contact

Section Miscellanous

if the box is checked, the contact will not receive the mails sent to the team