The Customers section enables you to view the customer data but not to edit it or add new customers. To view a list of customers, click on the  -button.

The search finds customers based on the VAT number, customer name, or business ID. Using the filter, you can restrict the search only to companies or private persons. You can also filter out your favorites or all customers by toggling the favorite button in the bottom right corner.

In the list you’ll see the customer details: customer type (company/private person), customer’s name and home country, possible favorite status (blue star), and customer’s phone number.

By selecting any of the customers on the list you can see their details.  

By clicking the email address, the app opens your email application and prefills the customer’s email address as the recipient.

In the Matters, Matter requests, Conflict checks or Notes tabs, you’ll find additional customer-related information.