Customers & Contacts

In Teesom you can create customers and add multiple contact persons to each customer as needed.

To create a new customer, go to the 'Main Menu' then select “Customers“.

On the "Customers" screen click on "+ New Customer":

If you would like to add or edit contacts, first click on the '3 dot' menu and select "Edit":

Now on the "Edit Customer Screen" click the "Advanced" dropdown and select "Contact Persons":

For a more comprehensive guide, please see: Customers & Contacts

• Related Articles

• Importing Customers

  If you're going to integrate with QuickBooks Online - instead you can import your customers through the QB integrator. In your spreadsheet program (such as MS Excel or LibreOffice Calc), go to 'Save As' and select 'TAB delimited text file.' Ensure ...

• The Customers List

  The Customers screen/list on Teesom allows you to view, search, add, and edit customers. To access the Customers page, go to the "Main Menu" and click on "Customers." Key clickable areas of the Customers screen are highlighted in the screenshot ...

• Invite to Customer Portal

  After turning on the Customer Portal you can proceed to invite your customer contacts. In Teesom, navigate to your Customers page via the Main Menu. On the Customers page, click the '3 Dot' menu next to the relevant customer and select "Edit." Then, ...

• Set Main Customer Contact

  If a customer has multiple contacts, you can assign a Main contact person as well as a Financial contact person. To set the main and financial contact persons for a customer: Go to the "Customers" page via the Main Menu. Click the "3-dot" menu next ...

• Customer Portal Setup

  The customer portal allows your customers to get a detailed overview of their account with you, including pending quotations, current work-in-progress, outstanding invoices, and more. To access the customer portal settings, go to the Company Setup ...