Jupiter ERP

Contacts

Contacts & customer portal

Master data, groups, and a secure customer portal: one foundation for all modules.

Companies, people, and groups are the shared address base for documents, service, and banking. The customer portal gives selected contacts their own login: they fetch shared documents and service info themselves, tenant-safe, without full access to your ERP.

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Kontaktverwaltung im Jupiter ERP Panel

At a glance

These are the points this module covers day to day.

  • Central master data for all modules
  • Customer portal from Trial upward
  • Enable document & service areas
  • Analytics per contact
  • Flexible contact fields and groups

In the product

The workflow in Jupiter ERP, on this page.

Views from the panel

Screenshots from Jupiter ERP for features in this module.

Kontaktgruppen im Jupiter ERP Panel

Groups & custom fields

Segment customers and add industry-specific fields: configured in the panel, no development.

Kundenportale in den Kontakteinstellungen im Jupiter ERP Panel

Customer portal

One portal login per contact. Enable invoices, quotes, delivery notes, service orders, reports, contracts, and objects. Customers download PDFs themselves, so you save email back-and-forth.

In depth

What the module means in practice, beyond the feature list, with concrete day-to-day value in the panel.

Master data as shared foundation

Contacts in Jupiter ERP are the shared address book for documents, service, banking, and the portal. Link companies, people, and groups to open items, jobs, and activity: sales and support see the same history without switching systems. IBAN and SEPA mandate data live on the contact so direct debits can be exported from the invoice list.

Configure extra fields and groups in the panel: industry-specific attributes, segmentation for portals or analytics, without development.

Kontaktverwaltung im Jupiter ERP Panel

Customer portal: self-service instead of email ping-pong

Per contact, set up access under Contacts → Settings → Portals. The customer signs in to the account portal and sees only the areas you enabled: invoices, quotes, service orders, reports, maintenance contracts, appointments, or service objects.

Each area can be toggled per portal. Accounting contacts get documents only, service sites the full service area. No separate portal project or custom development.

From Trial at least one portal is included (Basic 1, Business 2, Enterprise 5). The Free plan does not include a customer portal; additional logins are available as an add-on.

Kundenportale in den Kontakteinstellungen im Jupiter ERP Panel

Analytics and history

Contact analytics show revenue, open items, and activity per customer: useful for sales and account management from data you already have. Documents, service visits, and comments stay on the contact, not in scattered folders.

What you do in the Contacts module

Contacts are the shared address for documents, service, banking, and the portal. What you maintain once, the other modules reference.

  • Create companies and people with address, email, phone, and website
  • Store IBAN, account holder, mandate reference, and mandate date for the direct-debit export
  • Check the VAT ID against VIES and keep the result on the contact
  • Import lists from CSV, map columns, check the preview
  • Add groups and custom fields without a second address book
  • Open history: documents, jobs, revenue, and open items
  • Set up one customer portal per contact, with areas you enable one by one

A portal without a second customer master

Portal access hangs off the contact. You enable invoices, quotes, delivery notes, service, and reports per access. Internal notes and drafts stay hidden.

Trial and Basic include at least one portal, Business two, Enterprise five. Free includes none. Further access is an add-on.

Kontaktgruppen im Jupiter ERP Panel

What the VAT ID check is

The check lives on the contact view and stores the latest answer from the European Commission's VIES. That is a simple confirmation, not a qualified request to the German Federal Central Tax Office.

Included in Basic, Business, and Enterprise. GB and CH numbers are outside VIES.

Features in Contacts

What you can do in this module, no fluff. Details for individual panel features are under Features.

  • Contact master

    Addresses, communication data, IBAN and SEPA mandate fields (plus links to documents, orders, and service) on one record.

  • VAT ID check

    Check the stored VAT ID against VIES. Result and time stay on the contact, including a notice if the number changes afterwards. From Basic.

  • History on the contact

    Documents, service visits, and activities per contact: for sales and support without switching systems.

  • Contact analytics

    Revenue, open items, and activity per contact: spot top customers and dormant relationships straight from existing data.

Typical use cases

How teams use Contacts day to day.

Long-running customers

Quotes, invoices, and service orders hang on the same contact. You maintain address, VAT ID, and the contact person once. The next document picks them up.

Customer portal

You release invoices, quotes, and reports to the portal. The customer fetches them, instead of asking for each file by email. Drafts stay in the panel.

Recurring service

Jobs and maintenance contracts sit on the asset and the contact. The history shows what happened on site last, before the next appointment is planned.

Sales and service

Both sides see the same customer: open documents, recent orders, notes. A second customer list in another program is no longer needed.

Works well with

These modules complement Contacts in typical workflows.

Documents & invoicing

From quote to dunning: one continuous document flow.

Service & projects

Plan jobs and maintenance orders, capture reports, and bill them.

Jupiter ERP

Your first invoice in minutes

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.

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Contacts & customer portal · Jupiter ERP