Customers
Previous Topic  Next Topic 

Customers


Customers have the following properties:


Property

Description

Name

The customer name, up to 80 characters. A value is required and must be unique for all customers.

Description

A description for the customer, up to 255 characters.

ID

The customer ID, up to 80 characters. This value is not required, but if a value is entered it must be unique for all customers. This is commonly used for synchronizing with external systems, such as billing or accounting.

Status

The customer status, either Active or Inactive. You cannot delete customers that have been used on timesheets. Setting the status to inactive will prevent any further use of the customer.

Notes

Notes about this customer, up to 2000 characters.


Note: You can change the terminology for Task, Task Group, Project, Project Group and Customer to suit your organization's needs. The Terminology topic has more information.


Permissions


Permissions allow you to restrict which customers employees can access on their timesheets. Employees with a Permission Level that gives them only limited viewing permission, for instance, will only be able to access customers for which they have been added to the permission list.