The integrated in gFM-Business Customer management offers a wealth of functions to manage customers, suppliers and prospects in one module in a clear way. Watch the following video to find out how to enter and manage contacts in gFM Business.
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In this video you will learn how to CRM of gFM-Business to enter and manage new customers. I will also show you what other data you can save for a customer.
After starting gFM-Business, the main menu opens. All customer management modules are highlighted in blue and are located in the left-hand column of the main menu. Click on the [Customer list] or [Customers] button to open the customer management.
To create a new customer, click on the [New] icon in the toolbar. Enter all the required data in the following dialog and click on the [New customer] button. The new customer data record is now created in gFM Business.
- In the mask [Overview] the default address of the customer called up is displayed in the left-hand column [Address master]. After entering a new customer, the first address is automatically marked as the default address. In the [Master data] tab in the right-hand column, you can maintain all the customer's key data such as the customer type, classification, acquirer, posting accounts, VAT rate, VAT ID, etc.
- In the register [Details] you can define a price group and supplier number for the customer called up as well as billing-relevant data for recording services in time recording. The contact person selected as the default contact person in the [Contacts] module is displayed as the primary contact person.
- The register [Selections] contains four free selection fields whose value lists and titles you can define under [Settings - Default value lists]. These fields are used to quickly classify and select customers according to certain criteria.
- In the register [Fields] there are further freely definable fields whose titles, value lists and input types can be specified under [Settings - Preferences - Fields].
- Save in the tab [Media] up to six important documents relating to the customer, such as contract documents or agreements.
- In the register [Files] you can save any number of external files for a customer. Any comments can be entered for each file. Click on the upper gray line of an entry to open a preview window of the corresponding document. Click on the preview window to open the document in an external program such as Preview or Acrobat Reader.
- In the module [Addresses] you can save any number of additional addresses per customer data record. You can also transfer addresses to the Mac program "Contacts" or to Microsoft Outlook with a click of the mouse, depending on which of these programs has been set up on your computer as the standard for importing vCards. Enter any number of routes with start and end points for a customer in the [Routes] tab.
- The module [Contacts] allows you to enter any number of contact persons and actions for a customer data record. You can also transfer contact persons to the Mac program "Contacts" or to Microsoft Outlook at the click of a mouse.
- The module [Services] contains a time recording function with which you can record any services for a customer and bill them automatically later.
- The module [Supporting documents] contains an overview of all documents assigned to the customer, such as quotations, orders, invoices or even SEPA mandates or SEPA direct debits.
- In the module [Events] you will find all documents, projects, print jobs, bank bookings and events assigned to the customer.
- The module [Statistics] contains a customer-related statistical overview that can be broken down by year, month and week.
All screens presented in this video display data relating to the customer currently called up. The [Contacts], [Events] and [Statistics] modules are only available in gFM-Business Light and Professional.
