{"id":28446,"date":"2022-05-12T19:10:12","date_gmt":"2022-05-12T16:10:12","guid":{"rendered":"https:\/\/astrobaltics.eu\/?page_id=28446"},"modified":"2025-10-22T07:22:46","modified_gmt":"2025-10-22T04:22:46","slug":"customer-management","status":"publish","type":"page","link":"https:\/\/astrobaltics.eu\/en\/noom\/module-standards\/customer-management\/","title":{"rendered":"Module standards: Customer management"},"content":{"rendered":"\n
\n

Standards<\/h1>\n\n\n\n
<\/div>\n\n\n\n
\n
Accounting<\/a><\/div>\n\n\n\n
Salaries<\/a><\/div>\n\n\n\n
Retail<\/a><\/div>\n\n\n\n
Business sales<\/a><\/div>\n\n\n\n
Warehouse – B2C<\/a><\/div>\n\n\n\n
Warehouse – B2B<\/a><\/div>\n\n\n\n
Production<\/a><\/div>\n\n\n\n
Basic production<\/a><\/div>\n\n\n\n
Crm<\/a><\/div>\n\n\n\n
Accommodation<\/a><\/div>\n<\/div>\n\n\n\n
\n
\n

CUSTOMER MANAGEMENT (CRM)<\/h1>\n\n\n\n

1. CUSTOMER MANAGEMENT<\/h2>\n\n\n\n
\n
\n

1.1<\/p>\n<\/div>\n\n\n\n

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Planner \u2013 a calendar solution for planning resources and events<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

1.2<\/p>\n<\/div>\n\n\n\n

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Contacts \u2013 a customer-centric logbook for recording, managing and assigning responsibilities<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

1.3<\/p>\n<\/div>\n\n\n\n

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Events \u2013 a dynamic report of activities performed with filters by customer and project. Possibility to view the elapsed time and calculate it in monetary terms<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

1.4<\/p>\n<\/div>\n\n\n\n

\n

Objectives\/Projects \u2013 possibility to create projects and objectives on a customer-by-customer basis<\/p>\n<\/div>\n<\/div>\n\n\n\n

2. MAINTENANCE<\/h2>\n\n\n\n
\n
\n

2.1<\/p>\n<\/div>\n\n\n\n

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Resources \u2013 Adding resources to the Planner<\/p>\n<\/div>\n<\/div>\n\n\n\n

3. AUXILIARY ACTIVITIES<\/h2>\n\n\n\n
\n
\n

3.1<\/p>\n<\/div>\n\n\n\n

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Management of user rights for a specified user<\/p>\n<\/div>\n<\/div>\n\n\n\n

GENERAL INFORMATION<\/h1>\n\n\n\n

4. CUSTOMERS<\/h2>\n\n\n\n
\n
\n

4.1<\/p>\n<\/div>\n\n\n\n

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Possibility to add an unlimited number of customers and suppliers (included in a joint table)<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

4.2<\/p>\n<\/div>\n\n\n\n

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Possibility to add an unlimited number of customer groups and discount groups<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

4.3<\/p>\n<\/div>\n\n\n\n

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Assigning a group to a customer or a vendor<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
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4.4<\/p>\n<\/div>\n\n\n\n

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Possibility to request information about a legal entity from the register, on the basis of which the customer card is filled in automatically<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

4.5<\/p>\n<\/div>\n\n\n\n

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Possibility to add an unlimited number of customer contacts<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

4.6<\/p>\n<\/div>\n\n\n\n

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Determination of locations of the customer<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

4.7<\/p>\n<\/div>\n\n\n\n

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Mark an outdated customer as inactive<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

4.8<\/p>\n<\/div>\n\n\n\n

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Adding customer, customer group, discount group-based discounts<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

4.9<\/p>\n<\/div>\n\n\n\n

\n

Filtering of data in the table based on predefined conditions<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

4.10<\/p>\n<\/div>\n\n\n\n

\n

Customer-specific discounts<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

4.11<\/p>\n<\/div>\n\n\n\n

\n

Easy-to-use loyalty card module for the use of discount cards<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

4.12<\/p>\n<\/div>\n\n\n\n

\n

Simple printing of data from a table<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

4.13<\/p>\n<\/div>\n\n\n\n

\n

Copying of data from a table to Excel<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

\n

5. GOODS<\/h2>\n\n\n\n
\n
\n

5.1<\/p>\n<\/div>\n\n\n\n

\n

Possibility to add an unlimited number of goods and services<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

5.2<\/p>\n<\/div>\n\n\n\n

\n

Possibility to add an unlimited number of commodity groups (additionally, the possibility to use the upper groups)<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

5.3<\/p>\n<\/div>\n\n\n\n

\n

Assignment of a group and a preferential group to goods<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

5.4<\/p>\n<\/div>\n\n\n\n

\n

An unlimited number of barcodes can be assigned to goods<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

5.5<\/p>\n<\/div>\n\n\n\n

\n

Adding goods and group benefits (change elsewhere)<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

5.6<\/p>\n<\/div>\n\n\n\n

\n

Different VAT codes and units of measurement<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

5.7<\/p>\n<\/div>\n\n\n\n

\n

Possibility to restrict who sees goods, based on job positions (goods department)<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

5.8<\/p>\n<\/div>\n\n\n\n

\n

Filtering of data in the table based on predefined conditions<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

5.9<\/p>\n<\/div>\n\n\n\n

\n

Marking of obsolete goods\/services as old, i.e. archiving<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

5.10<\/p>\n<\/div>\n\n\n\n

\n

Manual record-keeping of batches<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

5.11<\/p>\n<\/div>\n\n\n\n

\n

Adding translations to goods\/services<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

5.12<\/p>\n<\/div>\n\n\n\n

\n

Adding different price classes and department- and\/or point of sale-based prices<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

5.13<\/p>\n<\/div>\n\n\n\n

\n

Tracking of movement of goods in warehouses under the context menu for goods<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

5.14<\/p>\n<\/div>\n\n\n\n

\n

Simple printing of data from a table<\/p>\n<\/div>\n<\/div>\n\n\n\n

\n
\n

5.15<\/p>\n<\/div>\n\n\n\n

\n

Copying of data in an Excel table<\/p>\n<\/div>\n<\/div>\n\n\n\n

* ADDITIONAL POSSIBILITIES<\/h2>\n\n\n\n

(Additional paid Noom functionalities tailored to the specific nature of your company)<\/em><\/em><\/em><\/p>\n\n\n\n

    \n
  • Generation of costs from a planner and generation of invoices for costs<\/li>\n\n\n\n
  • Planner-based view online (web-based planner)<\/li>\n\n\n\n
  • Web-based planner (also available on mobile)<\/li>\n\n\n\n
  • Customer notifications (SMS, e-mail)<\/li>\n\n\n\n
  • Automatic adding of recurring events to the Planner depending on the status<\/li>\n\n\n\n
  • Importing of goods, customers and prices from Excel<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"

    Standards CUSTOMER MANAGEMENT (CRM) 1. CUSTOMER MANAGEMENT 1.1 Planner \u2013 a calendar solution for planning resources and events 1.2 Contacts \u2013 a customer-centric logbook for recording, managing and assigning responsibilities 1.3 Events \u2013 a dynamic report of activities performed with filters by customer and project. Possibility to view the elapsed time and calculate it in […]<\/p>\n","protected":false},"author":1,"featured_media":37612,"parent":28469,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-28446","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"\nModule standards: Customer management | Astro Baltics<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/astrobaltics.eu\/en\/noom\/module-standards\/customer-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Module standards: Customer management | Astro Baltics\" \/>\n<meta property=\"og:description\" content=\"Standards CUSTOMER MANAGEMENT (CRM) 1. 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Possibility to view the elapsed time and calculate it in […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/astrobaltics.eu\/en\/noom\/module-standards\/customer-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Astro Baltics\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/astrobaltics\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-22T04:22:46+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/astrobaltics.eu\/wp-content\/uploads\/2025\/02\/intro_background-copy.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"842\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@AstroBaltics\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script 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