Customers
The customer master is the central company file: a header with company, status and owner, below it contact persons, sites with delivery windows, activities and follow-ups plus the commercial master data. The customer's orders, projects and opportunities appear automatically as linked blocks once the respective modules are booked.
Live preview — real view with sample data
M25 · Customers
| Company | Category | City | Owner |
|---|---|---|---|
| Bauer & Co. | Record 3 | Entry 2 | Entry 5 |
| Wolf Spedition | Item 4 | Record 3 | Record 6 |
| Roth Handel | Entry 5 | Item 4 | Item 7 |
| Meyer GmbH | Record 6 | Entry 5 | Entry 8 |
| Kraus Logistik | Item 7 | Record 6 | Record 9 |
Not a screenshot: the same interface you get in production.
What you do here
You create customers and maintain the company file. The header shows company, customer number, category, status and owner. On the board you drag customers along their lifecycle (Lead, Quoted, Active, Inactive) – the status saves instantly. Tap an entry to open the full file with all blocks.
Contacts, sites & activities
A company has several contacts (purchasing, accounting, dispatch, management) with their own role and number – maintain them in the Contacts block. Billing and delivery addresses as well as branches with delivery windows belong in the Sites block. Call notes and follow-ups with a due date go into the Activities block – an overdue follow-up is flagged.
Status & category
The status reflects the lifecycle: Lead (not yet won), Quoted (opportunity from sales), Active (ongoing relationship) and Inactive (dormant). For Inactive you record the reason (price, quality, insolvency, dormant). The category groups the customer by segment and is filterable. The list lets you find customers via search, tab and filter – including customers without an owner.
Commercial master data & VAT ID
Customer number, VAT ID, tax number, payment terms, payment method, price group and credit limit are the basis on which downstream modules calculate. The customer number is assigned automatically on creation if you leave it empty. For intra-community supplies you confirm the VAT ID (qualified check at the tax office) and record the date and result.
Law & retention
Customer master data underlying invoices is part of the accounting records and must be retained (§ 257 HGB, § 147 AO: commercial letters 6, accounting vouchers 10 years from the end of the calendar year). Set the "Retain until" field and switch retired customers to Inactive instead of deleting them – a hard delete before the retention date is blocked. Changes stay traceable via "Changed by / Created by" (GoBD). Company data is not personal data, but contact persons and their details are (GDPR). The date and result of the sanctions-list and VAT-ID check also belong on the customer.
Who sees what
Admin and dispatcher create, edit, set the status, assign an owner and delete customers (after the retention date). An assigned owner may maintain their own customers even without full management rights. Drivers see the customer master read-only – enough to know where to drive and whom to call.
What's inside
- Customers
- Customer
- Edit customer
- Add customer
- Set status
- Assign owner
Part of these packs
Fits together with
Other blocks from the same area.
Notifications
The notification center gathers all in-app notices in one place – unread first, cleared with a single tap.
M21Blog
Run one or more blogs/channels for company news, take posts through an editorial workflow from draft to publication, maintain them in several languages, and deliver them internally or as a public feed.
M22Chat
Talk to your team here — in topic channels, in a colleague's thread, or one to one.
M23Helpdesk
Here you handle support requests as tickets, from arrival via email, portal or chat through to resolution.