Contacts
Master data aligned with your sales process.
Groups for pricing, portals, and reporting; extra fields without code.
These are the points this feature covers day to day.
The workflow in Jupiter ERP, on this page.
Background, typical workflows, and concrete panel capabilities, more detail than the summary above.
Groups organize customers for pricing, portals, marketing, or reports, without duplicates in the address book. Custom fields extend standard master data for your industry.
Configure in the panel: new fields and groups without a development project. That matters for growing sales structures.
Portal assignment and text templates can be thought of per group; contact history stays on the individual record: the group is a filter, not a second master.
Groups are filters on the one contact master. Extra fields extend the standard fields without a second address book.
New sales structures often need one more attribute, not a new system. You add the field and the group in the panel.
History stays on the contact. The group only says which slice it belongs to.
The main building blocks at a glance, complemented by the longer description above.
Kontakte in Groups organisieren.
Define custom contact fields in settings.
Start for free: write invoices on the Free plan. Choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.
