Customer type
Individual, sole proprietorship, limited company, simple limited company or other legal entity.
Customers
Customers and business partners with the details you actually search for.
Find a customer by name, OIB, email or phone and keep their identity ready for the documents that follow.
Information stays where users expect it.
Contact & OIB
Keep name, OIB, email and phone together.
Fast search
Search using the information you are most likely to know when a customer calls.
A customer is not just an address-book entry.
The customer is the starting point for quotes, work orders and invoices, which reduces repeated manual entry across the workflow.
Validation before reuse.
Croatian OIB is validated before saving so an obvious identification error can be caught before the value travels into later documents.
Active records keep day-to-day work focused.
Customers can remain part of historical business context without every old record needing to dominate the current working list.
Next step
Connect customers to documents.
Prepare the Catalog, then build the first quote.