Creating a customer

How do I create and set up customers?

In order to create and assign tasks to your employees at specific customer locations, you must first create the customer in the system.

Customers can be added to the customer list by the administrator or a supervisor. Not all fields for information are obligatory, and the administrator and/or supervisor can determine how much information needs to be filled out.

This article will also explain how the various information can affect the customer in other parts of the system, such as choice of colour for tasks in the calendar.

In this article, you will learn how to create and set up customers:

• How do I create a customer?
• How does the customer type affect the customer?
• How does the customer area affect the customer?
• How can I change the colour for the customer in the calendar? 
• Who is the contact person?
• How do I grant the customer contact access to CleanManager? 
• Which user types can see what information regarding the customer?

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This is how you create a customer

	In the menu, go to Customers > Customer list
	Then, click on Create customer
	Fill in the relevant information
	NOTE: Mandatory fields are marked by yellow followed by a *
	Finally, click on Create

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This is how the customer type affects the customer

	Select the Customer type
	You can choose between Business and Private
	By selecting Business, the field for CI no. becomes available. Here, you can enter the customer's company number
	By selecting Private, the field for SSN number becomes available. Here, you can enter the customer's National Insurance number if necessary
	NOTE: The field for EAN no. is locked when selecting the customer type private.

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This is how the customer area affects the customer

	Select the Area
	Choose which area you want to assign the customer to. Customer areas can be created by going to Company structure. For more information about this, see the following article: Creating customer areas
	NOTE: Supervisors are only able to assign customers to their own areas. For more information regarding this, go to Company Structure.

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This is how you can change the colour for the customer in the calendar

	Click on Colour in calendar
	Select the desired colour for this customer's tasks
	In the calendar, you can see that tasks for the customer will appear in the selected colour

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This is the contact person

	The contact person is who you coordinate your cleaning with at the customer
	Fill out the data of the customer's contact person
	You can fill in the following data: Name (this is a required field) Phone no. Mobile no. E-mail INFO: Messages from the system to the customer will be sent using either the mobile number or the e-mail address.

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This is how you grant the customer's contact person access to CleanManager

	Click on Grant access to CleanManager to contact person
	The contact person will receive an e-mail with a username and password You can grant the customer contact access immediately when creating them, or it can be done at a later point
	NOTE: Supervisors can only grant access to customer contacts within their own customer area.
	INFO: Do you want the customer's contact person to have access to the Work hours overview as well? If so, tick off the box Grant access to the work hours overview to the contact person. Read more about it here:  How can I grant the customer contact access to the work hours overview?
	The other way to grant a customer contact access to the system is by doing the following:
	Click on Edit access for contact person
	Click on Grant access to the contact person
	You can read more in the article: How do I grant the customer contact access to CleanManager?

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This is how you can see what information the different user types have access to

	When creating or editing a customer, you can find an overview of which information the different user types can see
	The two ways of finding this overview are as follows: Click on Create customer and thereafter on Click to see who can view this information. Click on Edit customer  and thereafter on Click to see who can view this information.
	NOTE: Supervisors can only view information about customers within their assigned areas.
	In the overview, you can see what information the different user types have access to