SeeRM Docs
Customers

Navigations

Navigate and work efficiently inside a customer view.

Overview

Inside the customer view, you will find a dedicated navigation bar that gives you quick access to everything related to the customer and their orders.

Each section focuses on a specific type of information or interaction, allowing you to work efficiently without leaving the customer context.

Profile

The Profile section shows the customer’s main information.

From here, you can:

  • View and update customer details
  • Manually create new orders for the customer
  • Create recurring orders (orders that are automatically created on a defined schedule)

Order

The Order section is the main order workspace.

Here you can:

  • View core order information
  • See the product, order type, and order partner
  • View and change the order status
  • See and manage attachments (images and documents)
  • Write and update order notes
  • Assign or reassign the order
  • Update the order after making changes
  • Add additional attachments
  • Delete the order (Admins only)

This is the primary place for day-to-day order handling.

SMS

The SMS section shows all SMS and MMS communication with the customer.

Messages are displayed in a phone-style layout, making conversations easy to read, follow, and respond to.

Actions

The Actions section lists all actions related to the customer.

This includes:

  • System events
  • Manual updates
  • Communication
  • Order changes

Actions provide a complete activity history across the customer and all related orders.
You can read more about Actions.

Q & A

The Q & A section contains all raw information that was provided when the order was created.

This is especially useful when:

  • Orders are created through APIs (read more in APIs)
  • Additional data is sent that is not part of structured order info

All incoming data is preserved here for reference and traceability.

Info

The Info section contains structured order information connected to the customer’s orders.

Here you can:

  • View structured order info
  • Fill out or update values
  • Clear existing values
  • Generate order info links to send externally

You can read more about this in Order Info.

Control

The Control section shows all controls created on any of the customer’s orders.

This allows you to:

  • Review completed controls
  • Verify checklists, notes, images, and signatures

You can read more about controls in Controls.

Offer

The Offer section is available when the Oneflow integration is enabled.

All contracts and offers related to the customer’s orders are handled here, providing a centralized view of agreements and signatures.

Articles

The Articles section allows you to manage all articles and custom articles across the customer’s orders.

From here you can:

  • Add or remove articles
  • Create custom one-off articles
  • Update quantities and pricing

You can read more about articles in Articles.

Invoice

The Invoice section is where invoices are managed.

Here you can:

  • Review invoice details
  • Change invoice status
  • Download invoices
  • Export invoices to external systems such as Fortnox (read more in Fortnox)

This view also includes a side panel, which can be opened using buttons on the right side of the page.
The side panel allows you to view relevant order information alongside the invoice, making it easier to invoice correctly.

Cost

The Cost section allows you to track costs related to an order or project.

You can:

  • Add manual costs
  • Track profitability per order

If the Fortnox integration is enabled, supplier invoices can be automatically imported from Fortnox and added as costs.
You can read more about this in Fortnox.

Documents

The Documents section contains all documents related to the order.

This includes structured document requirements and uploaded files.
You can read more in Documents.

Settings

The Settings section contains configuration and metadata for the customer’s orders.

Here you can change:

  • Address
  • Order type
  • Order partner
  • Order name (must be unique)

Recordings

The Recordings section contains all recorded calls made to or from the customer.

This allows you to review conversations when needed.

Summary

The Summary section provides a high-level overview of each order on the customer.

It is useful for:

  • Quickly verifying order state
  • Reviewing completeness
  • Ensuring everything is as expected before moving forward

On this page

OverviewProfileOrderSMSActionsQ & AInfoControlOfferArticlesInvoiceCostDocumentsSettingsRecordingsSummary
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