Create and manage a customer


Du er her: InLoox Support Knowledge Base Online Help InLoox Web App 7.0 All support topics for InLoox PM 7 Web App Management Create and manage a customer

The InLoox PM options support you with a central customer management. Create a new customer system-wide in the InLoox PM options as well as in the project directly.

To manage customers, do the following:

  1. Open the InLoox PM options.
    For more information on how to open the InLoox PM options, please see Open the InLoox PM options.
  2. Click General options in the navigation pane.
  3. Click then Customers. Below you see the Customers area:

    Options customers

  4. Do one of the following:
    • Insert a new customer in InLoox PM Web App by clicking New. In the New customer dialog box enter a name in the Name box. InLoox PM Web App automatically assigns a number to the new customer.
      For more information on how to change a customer number format, see Adjust the customer number.
    • Change the name of an existing customer. Choose the respective customer from the list and click Edit.
    • Remove a customer from InLoox PM Web App by clicking Delete.
  5. Click Save & Close in the navigation pane to save the changes in InLoox PM Web App.

Effects of editing or deleting a customer: