Customer Concepts

Specifically, the Customers workspace allows you to do the following:

• Create records for new global customers and sub-customers.
• Maintain existing customers’ information.
• Look up customer-specific information such as entries, jobs, subscription orders, and invoices.
• View/upload documents for a specific customer.
• Review and approve customer records.

Note: Maconomy CRM is not part of the Customers workspace. Instead, the Deltek CRM integration is supported.

Some information is shown/hidden based on the setup (for example, the Customer Hierarchy, Reminder Letters, and Interest Charge Notices tabs are only visible if the Maconomy system has been configured to use these).

The Customers workspace does not support manual creation and/or maintenance of company customers as this is considered a back office function.

In addition, you can use the Customer Reports workspace to run BPM reports across multiple customers. These reports open in a separate browser tab.