When you have saved the basic information for a new customer, the folders in the customer window become active, allowing you to add:

• addresses, contact persons, team members, activities, customer identification events, relationships, customer plans, and sales opportunities for both companies and private persons
• contact persons and subsidiaries for companies
• mailing lists for private persons.

You can add information in the folders as follows:

• In the More Addresses folder, select the New button to add multiple addresses for the customer. Select each address type from the Address Type field, e.g., invoicing address.
  
  
• In the Contact Persons folder, you add contact persons related to the company. The New button opens the Look Up Records window, where you can search for existing private persons to link or create new ones.
   
• In the Team Members folder, you add the members of the team that is responsible for the customer, either individually with the Link button or multiple at once with the Add Multiple button. You can also set customer-specific hour prices and areas of expertise (Skills) for the team members.
  
  
• In the Activities folder, you can add tasks or critical tasks related to the customer.
  
  
• In the Customer Identifications folder, to comply with AML obligations, you can initiate a new identification event for the customer even before the customer is added as a party to a matter. When a new matter is created, the software automatically creates identification events for the principal and payers. 
  
  
• In the Relationships folder, it is possible to save a network of relationships for the customer, which includes the customer's own and external contacts (e.g., IT support) as well as CSI users.
  
  
• In the Subsidiaries folder, you can add subsidiaries to a company by using the Link button on the ribbon or creating a new company.
  
  
• The Customer Plans folder allows you to create plans, for example, to develop the customer relationship.
  
  
• In the Opportunities folder, you can add potential new sales deals for the customer to work on them.
  
  
• In the Mailing List Memberships folder for private individuals, you can add the individual to various mailing lists. The folder also shows which mailing lists the individual is already added to.
  
  

Some folders do not allow adding information but only display customer-related information which has been generated through other functions in the software:

• The Name History folder show the customer's previous names if the name has changed.
• The Conflict Checks folder stores the customer's conflict checks made through the conflict search or matter request.
• The Merged Customers folder for corporate customers contains information about other customers which have been merged into the customer.
• The "As Contact Person" folder for private persons shows the companies to which the person is linked as the main or invoicing contact person, the matters in which the person is the main or invoicing contact for a party, and the open preliminary and regular invoices in which the person is the invoicing contact person for the payer.