Every project in Qondor must be linked to a customer - this is the company, organization, or entity that your contact person represents when they reach out with an event request or other needs. When creating a new project, you must select a customer and add at least one contact person associated with them.

This article has everything you need to get started with the Customers module.

When starting up, your customer base is empty. You can choose one of the following approaches to build it:

The customer organisation number can be mandatory to complete and/or unique among customers. Project managers will be required to fill in these fields if mandatory is enabled. Qondor will not allow duplicate numbers if the "unique" setting is activated.

The organisation number cannot be mandatory for customers:

Enforcing unique customer organisation numbers validates against your office's customer organisation numbers. This setting allows blank fields, unless mandatory completion is activated.

Contact support@qondor.com to enable the settings in your office.

Navigate to Office -> Customers. Here you will find the customer list for your office. Click + New customer ⤵

You will arrive at the "Create customer" page. Fill in the required and relevant Customer fields and click Save to add the customer. 

When creating new projects, a customer must be added. You can search to see if the customer already exists in Qondor. If it does, you can select it from the list:

If it does not exist, click Add customer to add it to your Qondor customer database and the project you are creating.

Assign an internal owner to each customer, to identify who owns the customer - particularly ideal for outreach sales!

A customer owner can be assigned in the customer's profile:

Notes:

📌Project managers can filter on "Customer owner" and the field is available in the Get Customer API.

📌The customer owner drop-down list is populated with the available Project managers in the customer's office. For global customers, global Project managers are available.

Add a dedicated invoice address for the customer, separate from their main contact details.

Check the "Invoiceable" box if the customer should be invoiced. If this is not checked, invoicing will not be possible for this customer.

Check "Enable invoice address" to reveal fields for entering an invoice address.

Enter an "Invoice email address" to make it available as a recipient when creating invoice specifications and invoices. You can add multiple recipients by separating email addresses with a comma or semicolon.

Enter details in "Additional invoice information" to include any relevant invoicing details for the customer. Need to add specific fields to an invoice? Use customer invoice custom fields to include additional information required by the customer.
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You can create categories to organize various customers based on industry, business type, or other relevant categories, making it easier to search for specific customers and tailor strategies and services effectively.

In Reports --> Qondor BI --> Customers it is possible to filter on customer category, allowing you to, for example, see insights per industry, business type, etc.

📈 See estimated sales and revenue data, as well as hitrate and other key metrics.

To create customer categories, click the three dotted menu and go into Customer Categories. Add as many as required.

You can add internal remarks on a customer, such as their travel preferences and invoicing information. These remarks are visible in Project details for all projects the customer is connected to. These can be edited directly in Project details by clicking the edit icon:

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On a customer, click View all projects for this customer and all projects for that customer will be displayed. This gives you a good overview of your customer's booking history with your company, and you may search the list just like on your home page:

From the Customer list, click on the customer name on the customer you would like to edit:

From Project details in a specific project, click edit on the customer:

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Log notes, phone calls and meetings per customer to keep track of all activity on a customer.

The ALL tab shows all notes, calls and meetings logged on the customer and the project manager who submitted the activity:

Click the relevant icon to add a new note, call or meeting.

Filter by clicking on each tab, for example "Meetings" to bring up only meeting notes.

You may need to set a customer to "inactive" to prevent the creation of new projects with old or inactive customers, and to retain them in your customer list when deletion is not required or possible.

📌Deactivated customers will be marked as "deactivated" in the Customer list, My Projects, Project Search, Project Details and Quick search.

In Edit customer, scroll to the bottom of the page, where there is a Delete customer button. A customer can only be deleted if it does not have any projects connected to it. To delete a customer with projects connected, you must go to Project settings in each of these projects and change to another customer. When the customer no longer has any projects connected, you can delete it.

Invoice custom fields in Qondor can be used to add additional information to invoice specifications if any customers require this. Once added, these fields will be visible for Project managers to complete when creating invoice specifications for that particular customer. Learn how to add invoice custom fields here.

If your company has set up multiple Offices in Qondor that share the same customer/client/company list, the Global customers feature can enable the following:

Contact us for more information and setup instructions.