Customers

This page lists all your customers. Search by name, email or VAT number, filter by verification status and country, and add a customer with New customer – once you enter the VAT number, the system fills in the company data.

Search and filters

• The search box looks in names, email addresses and VAT numbers.
• The Verification status filter offers Verified, Data changed, Invalid VAT and Not verified.
• The Country filter lists the customers of one country.
• You can save the filters you set as a view.

Buttons above the list (hover an icon to see its name)

• Export to Excel – download the filtered list.
• Import – load customers from an Excel file.
• Fix – shown only when some customers have changed or invalid data. It opens the verification review, where you can sort them out one by one or in bulk.
• Check all – runs the NAV/VIES check, the Google address check, or both, for every customer.
• New customer

Bulk actions

When you select customers, a bar appears at the bottom. From there you can take over the official data for the selected customers, re-check them (Verify selected), export them or delete them. Only customers with no invoices, recurring invoices, quotes, contracts, opportunities or purchase orders can be deleted; the window shown before deleting tells you which ones cannot go and why.

More: Demona CRM (Hungarian).