CRM

This feature was introduced in 2013 and is currently in a beta phase.

Flightnet includes CRM features as an option, currently covering these parts:

•	a journal for your customer contacts (both users and base customers) This allows you to add date-related records for customers and represents the customer history.

•	customer file management for any type (PDF, Microsoft Word or Excel etc.) This allows you to manage customer-related files in Flightnet.

Permissions

The CRM features are only accessible for users with "Use CRM" permission through their user group.

Customer journal

•	Customer journal entries can only be changed or deleted by the author.

•	Customer journal entries can only be changed or deleted within seven days after entry. Thereafter, the record is locked.

•	The max size of an entry in the customer journal note field is 1000 chars .

Documents

•	Documents in the document management can be added or deleted anytime.

•	The size limit for a single document is 15 MB

How to access the CRM feature

•	Navigate to CRM > Customers

•	Enter the customer name (or at least a part of it)

•	Click on [Show data]

Alternatively, the CRM data is accessible in the user administration as well