Customers and suppliers join the Customer 360 page

What moves

The shared customer record is read alongside deals, invoices, orders and tickets, each counted against the same customer on one page.

Before you start

• Insights and Parties in your plan
• Customer 360 pack installed

Step by step

1. Insights administratorInsights — Business Intelligence & Apps

   Installs the Customer 360 pack.

   You see:A report groups customers with their deals, invoices, orders and tickets, side by side.

2. Account executiveInsights — Business Intelligence & Apps

   Opens the list of customers with no tax number on file.

   You see:Gaps in the customer record are listed.

3. Finance controllerContacts & Partners

   Opens a customer and fills in the tax number.

   You see:The customer leaves the list the next time the report is opened.

Related

• Insights — Business Intelligence & Apps
• Contacts & Partners
• Document workspaces feed the vault report
• Facilities report pack reads the register
• Fleet vehicles and papers feed the fleet report
• A warehouse is connected and its numbers sit beside ERP data
• A weekly report goes out to people who may see different things
• Connections between modules