Some of you sell to businesses, some to people, and some to both. A CRM client can now be one person, an end customer, as well as a company with its people.
Who are your customers?
- An administrator answers Who are your customers? in Organisation settings, or on the Country screen of the Finance setup wizard: Businesses, People (end customers) or Both.
- Every account starts on Businesses, so nothing changes until you choose. The choice changes what you see and deletes nothing, and Finance always counts every client's money.
A person as a client
- With people, CRM > Companies becomes CRM > Clients. Selling to both, it has a Kind column and filter, and a person client reads B2C there, with a bubble saying it is an end customer, not a company.
- A person client has their name, e-mails, phones, billing address and delivery address, with no people inside and no company number, VAT or website.
- Every client now has a delivery address. Left empty, it reads Same as billing address, and a pro-forma prints it only where it differs.
- CRM > Deals lists a person client's deals beside the others, marked B2C, in the totals, the Board and Export to CSV.
- Customer Care surveys go to a person client's own e-mail, and Finance and Care say Client.
Adding a client
- Only if you sell to both are you asked which: Manual offers A company or A person, and Add from a photo asks Who is this? after reading the picture: Someone at a company, or An end customer.
- The AI that reads a card, a signature or a message suggests which, marked Suggested by AI: a business card, a job title or a company e-mail points to a company, a private message or a personal mailbox to a person.
- A sole trader, registered in their own name, is a business.
- A sheet you import takes a Kind column; an empty one is a company.
- Selling to people alone, nothing adds a company, and the person you add is the client.