"Clients" is the client/customer management program.

Clients

"Clients" is the client/customer management program. It plays a central role in the Kumula Suite.

Each client has an ID number and a name. Further information, like addresses or telephone numbers, is managed by separate modules embedded in the "Clients" application. The clients can be organized with different attributes. You can group clients together by legal form, address type or whatever you want.

It is also possible to mark a client's state as "potential" or "lost", and to show/hide the potential or lost clients. This means you don't have to delete lost clients, you can mark them as "lost" and hide them.

Since the latest release, it's also possible to mark a client as "user related". In detail, "Clients" notices the relation between your user name and the client's id. After that you can limit the list: Only clients related to you will be shown. This is very useful if your company has a huge amount of clients and you are responsible for only some of them.

Modules

• Info -This module shows a summary of all attributes of the selected client, plus the description you enter when creating/editing a client. This modules allows also to save the client's logo and displays it.

• Contacts -This module manages addresses, contact information (e.g. telephone numbers) and contact persons. You're not limited to a given number of data, you can store as much addresses as you need. The contact informations can be telephone or fax numbers, Email or web addresses, even instant messenger IDs. The contact persons can be assigned to one of the addresses, they can also have individual phone numbers or Email addresses, and you can store a small picture to each contact person.

• Tickets -This module provides a client-specific ticket system, like a web forum. This is mostly for documentation of client-related discussions, maybe about pricing or individual needs of the client.

Getting started

There's a user guide which will help you learn how to get started with Clients.