- Availability
- Module, off by default
- Requires
- Nothing. It stands on its own
- A customer can be
- A company or a person
- Contacts
- Never accounts, and never able to sign in
Why not an address book?
Because the other modules answer to it. A record shows the projects, hours, appointments and last conversation, each resolved for the reader.
- Contacts, never accounts
- Activity log with follow-up dates
- Invoicing details behind their own permission
Northwind GmbHCustomer
- Projects
- Hours
- Bookings
- Mail
Invoicing detailsabsent for you
Who sees the commercial side?
A field nobody present may see is absent, not greyed out.
What it does not do
- A contact is a record, not a login. Client access is the Customer Center.
- Not a sales pipeline: no deals, stages, forecasts or quotas.
FAQ
Questions
- Enclessa has a Customers module: companies, contacts, addresses, an activity log and follow-up dates, with the projects, hours and appointments that point at them. It is not a sales pipeline.
- Not into Enclessa itself. With the Customer Center module, a contact signs in by emailed link to a portal showing only what was shared with them.
- Only somebody holding the permission for them. Where nobody present holds it the fields are absent rather than blank, because a greyed-out box discloses that a figure exists.
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