The client form
FollowThe customer record in Altamira HRM is the ideal tool for collecting, organizing, and updating all relevant information about your clients. Thanks to a fully customizable layout, it allows you to tailor the data structure to the specific needs of your company and workflow. You can divide the information into logical sections, making the record easier to view and fill out.
In addition to the main fields, you can add any custom fields you need. Whether you're tracking commercial, administrative, or project-related details, the customer record adapts perfectly to your way of working.
The customer record typically includes the following fields:
- Customer name: the client’s full name
- Reference: an abbreviation of the client’s name used internally as a reference in other areas of the platform
- VAT number: the client’s VAT identification number
- Industry: the sector in which the client operates
- Address: the client’s registered or operational office, useful for administrative, contractual, or geographical segmentation purposes
Customer records in Altamira HRM are fully customizable, so the layout of the form may vary depending on your account configuration.
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