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1. Feld Vertragsablauf mit Erinnerungsfunktion

   14 votes

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   Manuel supported this idea  ·  Feb 18, 2022

2. Ansprechpartner

   133 votes

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   Manuel supported this idea  ·  Feb 18, 2022

3. Schriftverkehr verwalten

   889 votes

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   Manuel supported this idea  ·  Feb 18, 2022

4. Kundencenter professionalisieren / Intranet für seine Kunden

   1,272 votes

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   offen  ·  29 comments  ·  lexoffice Ideensammlung » Kundenmanager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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   Manuel supported this idea  ·  Feb 18, 2022

5. CRM Modul zur Lead-Bearbeitung

   186 votes

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   Manuel supported this idea  ·  Feb 18, 2022

6. Erweiterung CRM

   44 votes

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   3 comments  ·  lexoffice Ideensammlung » Kundenmanager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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   Umgesetzt  ·  Adminlexoffice (Support, lexoffice) responded

   Liebe Unterstützer dieser Idee,

   er ist endlich da, die Erweiterung Kundenmanager von lexoffice. Viele von Ihnen teilen mit uns Ihre Wünsche und Ideen, wie lexoffice Sie noch besser im Arbeitsalltag unterstützen kann.

   Wir sagen Danke und weiter so, denn Ihr Feedback hilft uns noch besser zu werden!

   Testen Sie jetzt 30 Tage gratis und unverbindlich die Erweiterung Kundenmanager von lexoffice und bündeln Sie alle Kundeninformationen direkt hier.
   - Alle Aktivitäten im Zeitverlauf
   - Zentrale Ablage für Dateien & Belege
   - Notizen & Aufgaben
   - Teilen & Kommentieren

   Hier können Sie den kostenlosen und unverbindlichen Test aktivieren:
   https://app.lexoffice.de/subscription/index.html#/teaser/customer-management/trial

   Wir freuen uns weiterhin auf Ihr Feedback.

   Ihre Emily von lexoffice

   Manuel supported this idea  ·  Feb 18, 2022

7. Terminkalender

   97 votes

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   Manuel supported this idea  ·  Feb 18, 2022

8. Kommentarfeld etablieren, am besten mit Kalenderfunktion

   33 votes

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   offen  ·  0 comments  ·  lexoffice Ideensammlung » Kundenmanager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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   Manuel supported this idea  ·  Feb 18, 2022

9. Erweiterung Kundenstammsatz

   165 votes

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   2 comments  ·  lexoffice Ideensammlung » Kundenmanager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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   Umgesetzt  ·  Adminlexoffice (Support, lexoffice) responded

   Liebe Unterstützer dieser Idee,

   mit dem Kundenmanager haben Sie die Möglichkeit wichtige Notizen, Unterlagen etc. direkt beim Kunden abzulegen. Alles rund um den Kundenmanager finden Sie hier:
   https://support.lexoffice.de/de-form/articles/3515329-was-kann-der-lexoffice-kundenmanager

   Viele Grüße Emily@lexoffice

   Manuel supported this idea  ·  Feb 18, 2022

10. Arbeitsnotizen und Zeitaufwand unter dem Kunden erfassen

    36 votes

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    offen  ·  0 comments  ·  lexoffice Ideensammlung » Kundenmanager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Manuel supported this idea  ·  Feb 18, 2022

11. Kundenmanager -Schrifterkennung?

    6 votes

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    offen  ·  0 comments  ·  lexoffice Ideensammlung » Kundenmanager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Manuel supported this idea  ·  Feb 18, 2022

12. Eigene Belege Für Kundenmanager

    21 votes

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    offen  ·  1 comment  ·  lexoffice Ideensammlung » Kundenmanager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Manuel supported this idea  ·  Feb 18, 2022

13. Kundenmanager aufräumen

    9 votes

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    offen  ·  0 comments  ·  lexoffice Ideensammlung » Kundenmanager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Manuel supported this idea  ·  Feb 18, 2022

14. Notizen zu einzelnen Ansprechpartnern

    65 votes

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    Manuel supported this idea  ·  Feb 18, 2022

15. Geschäftsbrief über Kundenmanager erstellen

    127 votes

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    Manuel supported this idea  ·  Feb 18, 2022

16. In Verlauf die ganze Email mit Anhang einfügen können

    18 votes

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    offen  ·  0 comments  ·  lexoffice Ideensammlung » Kundenmanager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Manuel supported this idea  ·  Feb 18, 2022

17. Automatische Aufgaben wenn man einen neuen Kunden anlegt

    16 votes

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    offen  ·  0 comments  ·  lexoffice Ideensammlung » Kundenmanager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Manuel supported this idea  ·  Feb 18, 2022

18. Kunden einladen zum Ausfüllen der Daten / Kundenportal

    45 votes

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    offen  ·  2 comments  ·  lexoffice Ideensammlung » Kundenmanager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Manuel supported this idea  ·  Feb 18, 2022

19. Beleg export aus dem Kundenmanager

    15 votes

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    offen  ·  0 comments  ·  lexoffice Ideensammlung » Kundenmanager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Manuel supported this idea  ·  Feb 18, 2022

20. Button für Fälligkeit "heute"

    14 votes

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    offen  ·  0 comments  ·  lexoffice Ideensammlung » Kundenmanager  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Manuel supported this idea  ·  Feb 18, 2022