To guarantee the correct control of the billing, it is necessary to know in detail all the services performed and their cost. For this reason, Axional Projects allows assigning projects, boards or cards to clients. From the Accounts option, we will access the repository of customers, companies and contacts.
 

1 Customers

Here you have the option to fill in with basic information about your customer.

Some fields are required (*), others are not. These fields are:

  • Customer name*.
  • Customer code*: this code must be unique.
  • Customer VAT*.
  • Phone number.
  • Company*: name of the company that owns the account.
  • Industry*: it refers to the kind of industry the customer belongs to. Select one among the standard options.
  • Owner*: select, among users, the account owner.
  • Customer Address: optionally fill in all fields with the necessary information to complete the customer address.
  • Billing Address: optionally fill in all fields with the necessary information to complete the customer's billing address.
 

2 Companies

Define your company or add multiple companies that belong to the same group.

  • Name*: name of the company.
  • Code*: this code must be unique.
 

3 Contacts

The Contacts are the natural persons we deal with, always related to an account or a customer.

Some fields are required (*), others are not. These fields are:

  • Personal info:
    • First name*, last name* and birthdate* of the contact.
    • Email and phone numbers of the contact.
    • Skype address and Twitter.
  • Department: department to which the contact belongs.
  • Customer*: name of the company to which the contact belongs.

    This customer must have been previously defined in the Customer's repository. For further information see the Customers' section.

  • Owner*: person that the contact usually has contact with.
  • Box of the Address about the contact: information related to contact address (optional fields).
  • Box of the Other Address about the contact: information related to a secondary contact address (optional fields).
  • The More info box: additional notes about the contact.