Manage CRM customer records
Create a reliable record and find its activity.
Find the right record
Open Customers in your IVERNEXT AI workspace. Depending on your sector, this menu may be called Firm clients, Parents / Payers or Patients / Payers. Search for the person before creating a new record.
Create or complete a customer
The record holds contact details and information needed for your activity. Keep it current: these details are used when you select the customer in a sales document.
Click the add customer button.
Enter the name and contact details, then the other relevant fields shown.
Save and find the record again using search.
Find related work
Open the record to view related information and shortcuts allowed for your role. Imported documents, quotes and invoices remain linked to the selected customer.
Customer import is reserved for administrators. Teachers and staff in Accounting or Finance use their dedicated views and do not automatically have access to the entire directory.