*User documentation — draft* Contents- [About this documentation](#about-this-documentation) - [Background](#background) - [More than CRM: xRM](#more-than-crm-xrm) - [History](#history) - [Architecture](#architecture) - [What the system contains](#what-the-system-contains) - [Users and privileges](#users-and-privileges) - [System overview](#system-overview) - [Navigeringsfältet (Navigation bar)](#navigeringsfaltet-navigation-bar) - [Meny Start (Start menu)](#meny-start-start-menu) - [Inställningar (Settings)](#installningar-settings) - [Märkningar (Tags)](#markningar-tags) - [Koncern (Corporate group)](#koncern-corporate-group) - [Företag (Company)](#foretag-company) - [Personkort (Person card)](#personkort-person-card) - [Importguiden (Import guide)](#importguiden-import-guide) - [Projekt (Project)](#projekt-project) - [Offert / Order (Quotes and orders)](#offert-order-quotes-and-orders) - [Fakturering (Invoicing)](#fakturering-invoicing) - [Mallbrev (Letter templates)](#mallbrev-letter-templates) - [Artikel (Articles)](#artikel-articles) - [Kalender / Agenda (Calendar / Agenda)](#kalender-agenda-calendar-agenda) - [Korrespondens (Correspondence)](#korrespondens-correspondence) - [Glossary](#glossary) ## About this documentation The KVP 26 user interface is in Swedish, and I apologise that it is not available in English. This documentation is in English. Every name you will see on screen — tabs, buttons, layouts — is written here exactly as it appears in the system, in **bold Swedish**. The first time a term appears, an English translation follows it in parentheses. All terms are collected in the [Glossary](#glossary) at the end. For developers, the [technical documentation](http://filemakerkonsulterna.se/sv/kvp-26-technical-documentation) describes how KVP 26 is built: the architecture, the naming conventions for fields, scripts, table occurrences and layouts, and the plug-ins. ## Background KVP 26 is a CRM system. I built Sweden's first CRM system in 1989. The term CRM did not exist yet; systems like this were called sales systems. Mine was WSS — Watz Sales System. Ten years later the three-letter acronym CRM had become established, and Salesforce was founded in 1999. The name **Kundvårdsprogrammet** (KVP) means "the customer care program". ### More than CRM: xRM Strictly speaking, KVP is an xRM system, where the *x* can stand for any kind of relationship: | Letter | Relationship management with … | |---|---| | C | Customers | | E | Employees | | P | Partners | | S | Suppliers | | I | Investors and other stakeholders | | M | Media | ### History KVP was first built in 2004 and has now been updated to FileMaker 26. KVP has been the foundation for custom solutions built for my clients. Two of them have used their own versions of the system for more than 20 years. Each solution is tailored to its client, and each client has invested about 1,000 hours of development in it since the start. KVP 26 itself had not been developed for 15 years before this update. ## Architecture KVP 26 is a separation-model solution in three FileMaker files: | File | Role | |---|---| | KVP 26 ED | Front end: layouts, scripts and navigation. | | KVP 26 ED Database | Data: all tables and records. | | KVP 26 ED Documents | Documents: stored files and attachments. | The [technical documentation](http://filemakerkonsulterna.se/sv/kvp-26-technical-documentation#1-architecture) describes the files and how they are connected in more detail. ## What the system contains - [**Koncernkort**](#g-koncernkort "Corporate group card — The entry view for a corporate group.") (Corporate group card) - [**Företagskort**](#g-foretagskort "Company card — The entry view for a company.") (Company card) - [**Personkort**](#g-personkort "Person card — The entry view for a person; the centre of the system.") (Person card) - [**Agenda / Kalender**](#g-agenda-kalender "Agenda / Calendar — The calendar views of events.") (Agenda / Calendar), built on [**Händelser**](#g-handelser "Events — Things to do and when: meetings, calls, emails, tasks.") (Events) - **Dokument / Korrespondens** (Documents / Correspondence) - [**Projekt**](#g-projekt "Project — A project linked to companies and persons.") (Projects) - [**Offert / Order**](#g-offert-order "Quote / Order — Quotes and orders to a company or person.") (Quotes / Orders) - [**Fakturering**](#g-fakturering "Invoicing — The invoicing module.") (Invoicing) As a general rule, every part has two views: a [**Lista**](#g-lista "List view — A list of records.") (list view) and an [**Inmatning**](#g-inmatning "Entry view — The form for viewing and editing one record.") (entry view), the form where one record is viewed and edited. ### Users and privileges KVP 26 uses standard FileMaker security: every user has their own FileMaker account, and the account's privilege set decides what the user can do. KVP has no login of its own, and the guest account is disabled. Users sign in through FileMaker's own login dialog. #### Accounts - A user is a [**Person**](#g-person "Person — An individual, usually a contact person at a company.") whose [**Persontyp**](#g-persontyp "Person type — The type of person; **Användare** marks a user of the system.") (person type) is [**Användare**](#g-anvandare "User / Users — A person with a user account; also the list where users are administered, and the level for ordinary users.") (User). - The account name is the person's [**Initialer**](#g-initialer "Initials — The person's initials; also the user's account name.") (initials). That is how KVP connects the account to the person. - Every user has the same account in all three files, with the same name, password and privilege set. The account scripts below create and change all three accounts together, so the files never get out of step. - Passwords must be at least 8 characters long. - A new user gets a temporary password and must choose a new one at the first login. The same applies after an administrator resets the password. #### Privilege levels In KVP a user has a [**Behörighetsnivå**](#g-behorighetsniva-niva "Privilege level / Level — The user's level: Utvecklare, Superuser, Användare or Titta.") (privilege level). Each level corresponds to a privilege set with the same rules in all three files. | Level in KVP | Privilege set | What the user can do | |---|---|---| | [**Utvecklare**](#g-utvecklare "Developer — Level for the client's own developer.") (Developer) | Kundutvecklare | For the client's own developer. Works with all data and can add and customise layouts and scripts in the front end, but cannot change the database schema. Can administer users at every level, but only through KVP — not in FileMaker's Manage Security. | | [**Superuser**](#g-superuser "Superuser — Level that works with all data and administers users.") | Superuser | Creates, edits and deletes data everywhere. Can administer users, but cannot give anyone the Utvecklare level or manage those users. | | [**Användare**](#g-anvandare "User / Users — A person with a user account; also the list where users are administered, and the level for ordinary users.") (User) | Användare | Creates, edits and deletes data, but cannot delete letter templates or tags. Cannot administer users. | | [**Titta**](#g-titta "Viewer — Level that can read data but not change it.") (Viewer) | Titta | Can read data but not change it, and cannot export. | Additional rules for all four levels: - Users can change their own password. - Superuser and Användare cannot delete a person who has a user account. - The fields that hold a person's account information are read-only for everyone. Only the account scripts write to them. The solution owner's **Admin** account has \[Full Access\]. It is managed only in FileMaker's Manage Security, never from inside KVP. Two extended privileges control the account functions: | Extended privilege | Allows | Levels | |---|---|---| | AdmLosen | Administering users | Utvecklare, Superuser | | BytLosen | Changing one's own password | All four levels | #### Administering users The settings layout **Meny\_Inställningar** has an [**Användare**](#g-anvandare "User / Users — A person with a user account; also the list where users are administered, and the level for ordinary users.") (Users) button. It is visible only to users with the AdmLosen privilege. It opens the [**Användare**](#g-anvandare "User / Users — A person with a user account; also the list where users are administered, and the level for ordinary users.") list, which shows each user's **Namn** (name), [**Initialer**](#g-initialer "Initials — The person's initials; also the user's account name."), [**Nivå**](#g-behorighetsniva-niva "Privilege level / Level — The user's level: Utvecklare, Superuser, Användare or Titta.") (level), [**Status**](#g-status "Status — Whether the user account is active or inactive.") and [**Måste byta**](#g-maste-byta "Must change — The user must choose a new password at the next login.") (must change password). [![The Användare list](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/meny-visa-anvandare.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/meny-visa-anvandare.png)The Användare listSelect a person in the list, then use one of the buttons: | Button | What it does | |---|---| | [**Registrera**](#g-registrera "Register — Button that creates a user account.") (Register) | Creates the person's account in all three files. The administrator chooses the level and gets a temporary password to give to the user. | | [**Byt nivå**](#g-byt-niva "Change level — Button that gives a user another privilege level.") (Change level) | Gives the user another level and a new temporary password. | | [**Inaktivera**](#g-inaktivera "Deactivate — Button that disables a user account.") (Deactivate) | Disables the account; the user can no longer log in. | | [**Aktivera**](#g-aktivera "Activate — Button that enables a deactivated user account.") (Activate) | Enables a deactivated account again. | | [**Ta bort konto**](#g-ta-bort-konto "Delete account — Button that deletes a user account but keeps the person.") (Delete account) | Deletes the account in all three files. The person record stays. | | [**Återställ lösenord**](#g-aterstall-losenord "Reset password — Button that gives a user a new temporary password.") (Reset password) | Gives the user a new temporary password. | No one can change their own account from this list. #### For every user On the person card, under [**Övrig info**](#g-ovrig-info "Other info — Tab on the person card with record info and user settings."): - [**Byt lösenord**](#g-byt-losenord "Change password — Button for changing your own password.") (Change password) changes your own password in all three files at once. - [**Ändra lösenord**](#g-andra-losenord "Change passwords — Button that opens the user list for administrators.") (Change passwords) opens the [**Användare**](#g-anvandare "User / Users — A person with a user account; also the list where users are administered, and the level for ordinary users.") list for administrators. To switch user, use the log-out button on **Meny\_Inställningar**. KVP closes, and the next user logs in through FileMaker's login dialog when KVP is opened again. At every login, KVP checks that the account belongs to an active user. If it does not, KVP shows a message and closes. If the user must change their password, the change dialog opens before anything else. If the user cancels it, KVP closes. #### The account scripts All account scripts are in the **Konto** group. The scripts that change accounts run with full access, but each one first checks the privileges of the account that called it. | Script | File | Purpose | |---|---|---| | Konto – efter inloggning \[Sub\] | Front end | Runs at start-up. Connects the account to the person and stops inactive users. | | Konto – byt eget lösenord \[Start\] | Front end | Changes the logged-in user's password in all three files. It is also used for the forced change at first login. | | Konto – visa användare \[Start\] | Front end | Opens the [**Användare**](#g-anvandare "User / Users — A person with a user account; also the list where users are administered, and the level for ordinary users.") list. | | Konto – administrera \[Start\] | Front end | Runs the buttons on the [**Användare**](#g-anvandare "User / Users — A person with a user account; also the list where users are administered, and the level for ordinary users.") list. | | Konto – dialogval \[Sub\] | Front end | Handles the level dialog [**Välj behörighetsnivå**](#g-valj-behorighetsniva "Choose privilege level — The dialog where the level is chosen.") (Choose privilege level). | | Konto – byt användare \[Start\] | Front end | Closes KVP so another user can log in. | | Konto – alla filer \[Sub\] | Front end | Runs one account step in the data file, then the documents file, then the front end. It stops at the first error and undoes the step in the files already changed. | | Konto – utför \[Sub\] | All three files | Performs one account step — create, activate, deactivate, reset, delete or change password — in its own file. It never touches the Admin account. | | Konto – sätt personfält \[Sub\] | Data file | Writes the level, status and "must change password" fields on the person, which are read-only for everyone else. | Passwords exist only in script variables while a script runs. They are never stored in fields or logs. ## System overview ### Navigeringsfältet (Navigation bar) At the top of every layout is the navigation bar. Its icons take you to the main parts of KVP: [![The navigation bar](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/navigeringsfalt.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/navigeringsfalt.png)The navigation bar | Icon | Goes to | |---|---| | House | [**Meny Start**](#g-meny-start "Start menu — The first layout after login.") (Start menu) | | Group of buildings | [**Koncern**](#g-koncern "Corporate group — A corporate group with its companies.") (Corporate groups) | | Building | [**Företag**](#g-foretag "Company — Any organisation we are in contact with.") (Companies) | | Two persons | [**Person**](#g-person "Person — An individual, usually a contact person at a company.") (Persons) | | Calendar | [**Kalender**](#g-agenda-kalender "Agenda / Calendar — The calendar views of events.") (Calendar), the week overview | | Folder with documents | [**Dokument**](#g-dokument "Documents — Letters, emails and other documents linked to a company, person, project or order.") (Documents and correspondence) | | Persons at a table | [**Projekt**](#g-projekt "Project — A project linked to companies and persons.") (Projects) | | Folder | [**Order**](#g-offert-order "Quote / Order — Quotes and orders to a company or person.") (Quotes and orders) | | Invoice | [**Faktura**](#g-fakturor-faktura "Invoices / Invoice — Invoices sent to a company or person.") (Invoices) | Below the icons is a row of tools. Which tools it shows depends on the module: - Yellow arrows go **back** and **forward** between the places you have been. - Buttons for the module's reports, today's agenda, searching, showing all records and sorting. - Buttons for creating a new record, deleting the current one, and creating a new document, event, order or invoice for the current company or person. - A button quits KVP. ### Meny Start (Start menu) The start menu is the first thing you see after logging in. The buttons along the top take you straight to the most common tasks: search for a company or a person, write a new document, create a new event, write a new order, and the [**Importera**](#g-importera "Import — Start-menu button that opens the import guide.") (Import) guide. There is also a button for logging out and switching user. [**Dagenskontakter**](#g-dagenskontakter "Today's contacts — Tab on the start menu.") (Today's contacts) Your agenda for the day: the events you are to handle, with **Init** (Initials), **Tid** (Time), [**Typ av kontakt**](#g-typ-av-kontakt "Contact type — Kind of event: meeting, call, email and so on.") (Contact type) and [**Att göra, Företag, Person**](#g-att-gora-foretag-person "What to do, company, person — Column on the start menu describing each event.") (What to do, company and person). An icon marks VIP contacts, and [**Prio**](#g-prio "Priority — Marks a prioritised event.") marks prioritised events. - [**Användare**](#g-anvandare "User / Users — A person with a user account; also the list where users are administered, and the level for ordinary users.") (User) and **Datum** (Date) choose whose agenda, and which day, to show. - [**Avklarade**](#g-avklarade "Completed — Filter that shows completed events or hides them.") (Completed) also shows events that are completed. - [**Visa allas**](#g-visa-allas "Show everyone's — Shows all users' events on the start menu.") (Show everyone's) shows the events of all users. - The arrow on a row takes you to the place where the event was created: the company, person, document, project, order or invoice. A quote of the day is shown above the list. [**Överblick**](#g-overblick "Overview — Tab on the start menu.") (Overview) Key figures for the whole customer base: - How many customers are at each stage of the sales process, for example [**Påbörjad**](#g-paborjad "Started — Sales stage.") (Started), [**Fått info**](#g-fatt-info "Received information — Sales stage.") (Received information), [**Möte bokat**](#g-mote-bokat "Meeting booked — Sales stage.") (Meeting booked), [**Uppföljning**](#g-uppfoljning "Follow-up — Sales stage.") (Follow-up), [**Ska köpa**](#g-ska-kopa "Will buy — Sales stage.") (Will buy), [**Ramavtal**](#g-ramavtal "Framework agreement — Sales stage.") (Framework agreement), [**Tackat nej**](#g-tackat-nej "Declined — Sales stage.") (Declined) and [**Ej kvalificerad**](#g-ej-kvalificerad "Not qualified — Sales stage: the customer does not qualify.") (Not qualified). Click a stage to see its customers. - Call results: [**Upptaget/Ej svar**](#g-upptaget-ej-svar "Busy/No answer — Call result.") (Busy/No answer) and [**Ring åter**](#g-ring-ater "Call back — Call result.") (Call back). - Results of the [**BFS**](#g-bfs "BFS — A sales strategy; the start menu counts events by BFS result.") sales strategy: **BFS-Avslut** (Closed deal), **BFS-Besök** (Visit), **BFS-Demo** (Demo), **BFS-Info** (Information), **BFS-Ej intresserad** (Not interested) and **BFS-Ej kvalificerad** (Not qualified). - [**Märkning**](#g-markning "Tags — Overview of tags and how many companies and persons have them.") (Tags): each tag with **Antal Företag** (Number of companies) and **Antal Personer** (Number of persons). Click a tag to see those companies or persons. ### Inställningar (Settings) The **Meny\_Inställningar** layout holds the settings for the whole system: - **Registrerade företag som använder detta system** (Registered companies using this system): your own company, with address, telephone, website, corporate identity number, Bankgiro and Plusgiro, the **Logotype** (Logo) and the [**Sidfot**](#g-sidfot "Footer — Whether a printed letter has a footer.") (Footer) printed on letters, and the company's mail server. - **Registrerade användare** (Registered users): the members of staff who use KVP, with initials, business area and department, each with their own mail server settings and [**Aktiv / Inaktiv**](#g-aktiv-inaktiv "Active / Inactive — Status of a letter template or an article.") (Active / Inactive). - **Centrala SMTP-inställningar** (Central SMTP settings): the mail server used for sending email when a user has no settings of their own. - **MBS Registrering** and **MBS Installation**: the licence for the MBS plug-in, and the plug-in files that KVP installs if the plug-in is missing. [![The settings layout](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/meny-installningar.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/meny-installningar.png)The settings layout### Märkningar (Tags) The tag list (**Värdelista\_Märkning**) shows every tag with its **ID**, [**Märkning**](#g-markning "Tags — Overview of tags and how many companies and persons have them.") (Tag), **Antal Företag** (Number of companies) and **Antal Personer** (Number of persons). The icons show the companies or persons that have the tag. - [**Person**](#g-person "Person — An individual, usually a contact person at a company."): whether the tag can be given to persons. - **Företag, företagstyp** (Company, company type): which kinds of company the tag can be given to — [**Användare**](#g-anvandare "User / Users — A person with a user account; also the list where users are administered, and the level for ordinary users.") (User), **Prospekt** (Prospect), **Kund** (Customer), **Partner** and **Leverantör** (Supplier). - The button at the top right creates a new tag. The bin on a row deletes the tag. [![The tag list](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/meny-marken.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/meny-marken.png)The tag list### Koncern (Corporate group) The corporate group card gives an overview of everything that belongs to a corporate group: - [**Företag**](#g-foretag "Company — Any organisation we are in contact with.") (Companies) in the corporate group - [**Kontaktperson**](#g-kontaktperson "Contact person — A person connected to a company.") (Contact persons) at the corporate group's companies - [**Märken**](#g-marken "Tags — Categories on persons and companies, used to find and group them.") (Tags) on the companies and persons - [**Dokument**](#g-dokument "Documents — Letters, emails and other documents linked to a company, person, project or order.") (Documents) - [**Händelser**](#g-handelser "Events — Things to do and when: meetings, calls, emails, tasks.") (Events) - [**Offert/Order**](#g-offert-order "Quote / Order — Quotes and orders to a company or person.") (Quotes/Orders) - [**Fakturor**](#g-fakturor-faktura "Invoices / Invoice — Invoices sent to a company or person.") (Invoices) ### Företag (Company) Every company we are in contact with is registered here: prospects, customers, suppliers, partners, media, press and so on. [**Kontaktperson**](#g-kontaktperson "Contact person — A person connected to a company.") (Contact person) A company can have several contact persons. New contact persons are registered here. [![The company card, Kontaktperson tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-kontaktperson.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-kontaktperson.png)The company card, Kontaktperson tab[**Företagsinfo**](#g-foretagsinfo "Company info — Company details shown on the person card.") (Company info) More facts about the company: - [**Huvudnäring SNI**](#g-huvudnaring-sni "Main industry (SNI) — Swedish standard industrial classification code.") (Main industry, Swedish SNI code) and [**Bransch**](#g-bransch "Industry — The company's line of business.") (Industry). - [**Omsättning**](#g-omsattning "Turnover — The company's annual turnover.") (Turnover), with the start and end of the financial year. - [**Antal anställda**](#g-antal-anstallda "Number of employees — The size of a company.") (Number of employees) and **Funnits sedan** (In business since). - [**Org. Nr**](#g-org-nr "Corporate identity number — Swedish organisation number.") (Corporate identity number), **Bankgiro** and **Plusgiro** (Swedish payment account numbers), and [**Kredit**](#g-kredit "Credit rating — The company's credit level.") (Credit rating). - [**Företagsgrupp**](#g-foretagsgrupp "Company group — Grouping of companies, 1–3.") (Company group, 1–3), [**Företagstyp**](#g-foretagstyp "Company type — The kind of company.") (Company type) and **Betalningsvillkor** (Payment terms, in days). - **Län** (County), **Kommun** (Municipality), **Licensnummer** (Licence number), [**Förmedlingsprovision**](#g-formedlingsprovision "Referral commission — Commission for referrals.") (Referral commission) and [**Adresskälla**](#g-adresskalla "Address source — Where the company's address came from.") (Address source). - [**Företagsanteckningar**](#g-foretagsanteckningar "Company notes — Notes about a company.") (Company notes): notes about the company, with a button that adds a new note stamped with date, time and your initials. [![The company card, Företagsinfo tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-foretagsinfo.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-foretagsinfo.png)The company card, Företagsinfo tabThe sub-tab [**Märken**](#g-marken "Tags — Categories on persons and companies, used to find and group them.") (Tags) shows the tags on the company, and every tag on the persons connected to it. The sub-tab [**Post info**](#g-post-info-postinfo "Record info — When a record was created and changed, and by whom.") (Record info) shows when the company record was created and last changed, and by whom. [![The company card, Företagsinfo tab, Märken sub-tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-foretagsinfo-marken.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-foretagsinfo-marken.png)The company card, Företagsinfo tab, Märken sub-tab[**Händelser**](#g-handelser "Events — Things to do and when: meetings, calls, emails, tasks.") (Events) All events for the company and its contact persons, with [**Nästa kontakt**](#g-nasta-kontakt "Next contact — Date and time of an event.") (Next contact: date and time), **Namn** (Name), [**Typ av kontakt**](#g-typ-av-kontakt "Contact type — Kind of event: meeting, call, email and so on.") (Contact type), a comment and [**Vår ref**](#g-var-ref "Our reference — The member of our staff responsible.") (Our reference). As on the project card: - a button creates a new event; - **Visa** (Show) filters by **År** (Year), **Månad** (Month) and [**Avklarade**](#g-avklarade "Completed — Filter that shows completed events or hides them.") (Completed); - **Skapa flera händelser enligt process** (Create several events from a process) creates a series of events in one go. On each row you can delete the event, copy it to a new one, or go to the place where it was created. [![The company card, Händelser tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-handelser.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-handelser.png)The company card, Händelser tab[**Affärer**](#g-affarer "Deals — Tab on the corporate group and company cards.") (Deals) A simple list of business opportunities with the company: [**Reg.datum**](#g-reg-datum "Date registered — When a deal was registered.") (Date registered), **Beskrivning** (Description), [**Förv.affärsdatum**](#g-forv-affarsdatum "Expected deal date — When a deal is expected to close.") (Expected deal date), [**OC**](#g-oc "Order chance — How likely a deal is to become an order, 1–5.") (Order chance, 1–5) and [**Belopp**](#g-belopp "Amount — The value of a deal.") (Amount). [![The company card, Affärer tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-affarer.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-affarer.png)The company card, Affärer tab[**Relationer**](#g-relationer "Relationships — Links between companies and companies, companies and persons, and persons and persons.") (Relationships) Shows relationships between: - company and company, for example customer and supplier (see customer number 1000); - company and person, for example employer and employee (see customer number 2566); - person and person (see PersonID 8016). [![The company card, Relationer tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-relationer.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-relationer.png)The company card, Relationer tab[**Dokument**](#g-dokument "Documents — Letters, emails and other documents linked to a company, person, project or order.") (Documents) All documents and correspondence with any of the company's contact persons. [![The company card, Dokument tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-dokument.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-dokument.png)The company card, Dokument tab[**Offert/Order**](#g-offert-order "Quote / Order — Quotes and orders to a company or person.") (Quotes/Orders) Write quotes and orders to the company. [![The company card, Offert/Order tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-order.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-order.png)The company card, Offert/Order tab[**Fakturor**](#g-fakturor-faktura "Invoices / Invoice — Invoices sent to a company or person.") (Invoices) An overview of the invoices sent to the company. [![The company card, Fakturor tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-fakturor.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-fakturor.png)The company card, Fakturor tab[**Projekt**](#g-projekt "Project — A project linked to companies and persons.") (Projects) The projects we have with the company. [![The company card, Projekt tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-projekt.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-projekt.png)The company card, Projekt tab[**Webb**](#g-webb "Web — Tab that shows the company's website.") (Web) Shows the company's website. [![The company card, Webb tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-web.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-web.png)The company card, Webb tab[**Google**](#g-google "Google — Tab that searches Google for the company name.") A Google search on the company name. [![The company card, Google tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-google.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-google.png)The company card, Google tab[**Karta**](#g-karta "Map — Tab that shows the company's location on Google Maps.") (Map) Shows where the company is located on Google Maps. [![The company card, Karta tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-karta.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/foretag-karta.png)The company card, Karta tab### Personkort (Person card) This is where most of the work happens. Already in 1989 I put the person at the centre: when I meet or call a company, I am always talking to a person. In KVP, everything revolves around the person. [**Anteckningar**](#g-anteckningar "Notes — Tab on the person card with notes history and events.") (Notes) - [**Anteckningar**](#g-anteckningar "Notes — Tab on the person card with notes history and events.") (Notes): the history of what I have noted about the person. - [**Händelser**](#g-handelser "Events — Things to do and when: meetings, calls, emails, tasks.") (Events): what I am going to do and when — a meeting, writing a quote, an email, a phone call and so on. [![The person card, Anteckningar tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-anteckning.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-anteckning.png)The person card, Anteckningar tab[**Företagsinfo**](#g-foretagsinfo "Company info — Company details shown on the person card.") (Company info) More information about the company, without leaving the person card. [![The person card, Företagsinfo tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-foretagsinfo.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-foretagsinfo.png)The person card, Företagsinfo tab- The sub-tab [**Märken**](#g-marken "Tags — Categories on persons and companies, used to find and group them.") (Tags) shows the tags on the company and on every person connected to it. This gives a quick overview of the company's other contact persons. - The sub-tab [**Postinfo**](#g-post-info-postinfo "Record info — When a record was created and changed, and by whom.") (Record info) shows when the company record was created and last changed, and by whom. [![The person card, Företagsinfo tab, Märken sub-tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-foretagsinfo-marken.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-foretagsinfo-marken.png)The person card, Företagsinfo tab, Märken sub-tab[**Dokument**](#g-dokument "Documents — Letters, emails and other documents linked to a company, person, project or order.") (Documents) Write correspondence, and choose whether to print it or send it by email. [![The person card, Dokument tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-dokument.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-dokument.png)The person card, Dokument tab[**Märken**](#g-marken "Tags — Categories on persons and companies, used to find and group them.") (Tags) Categorise the person with one or more tags — for example interests, the fair or conference where we met, or what we think the person is interested in. You can find every person who has a given tag and work with them further, for example by sending them a mass email. - [**Massmärke**](#g-massmarke "Mass tag — Gives a tag to every person in the found set.") (Mass tag): choose a tag and give it to every person in the current found set in one go, or remove it from all of them. - [**Nyhetsbrev**](#g-nyhetsbrev "Newsletter — Whether a person receives the newsletter.") (Newsletter): whether the person receives the newsletter. - [**Personmärkning**](#g-personmarkning "Person marking — A classification of a person.") (Person marking): a classification of the person. [![The person card, Märken tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-marken.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-marken.png)The person card, Märken tab[**Adresser**](#g-adresser "Addresses — Tab on the person card for addresses other than the company's.") (Addresses) A person can have an address other than the company's. Just look at Rick Kalman 😉 [**Övrig info**](#g-ovrig-info "Other info — Tab on the person card with record info and user settings.") (Other info) - When the person record was created and last modified: date, time and by whom. - Information shown only for persons who are also users of the system (see PersonID 1000): - window handling when navigating, that is, how the FileMaker window should be shown; - the email signature; - change password. [![The person card, Övrig info tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-ovriginfo.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-ovriginfo.png)The person card, Övrig info tab[**Offert/Order**](#g-offert-order "Quote / Order — Quotes and orders to a company or person.") (Quotes/Orders) All quotes and orders written to this contact person. New quotes and orders are created here. [![The person card, Offert/Order tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-order.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-order.png)The person card, Offert/Order tab[**Fakturor**](#g-fakturor-faktura "Invoices / Invoice — Invoices sent to a company or person.") (Invoices) All invoices created for this contact person. A direct invoice, one that is not based on an order, is created here. [![The person card, Fakturor tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-fakturor.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-fakturor.png)The person card, Fakturor tab- The sub-tab [**Fakturamottagare**](#g-fakturamottagare "Invoice recipient — Sub-tab for entering an alternative invoice recipient.") (Invoice recipient) lets you enter an alternative recipient for invoices. [![The person card, Fakturor tab, Fakturamottagare sub-tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-fakturor-fakturamotagare.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-fakturor-fakturamotagare.png)The person card, Fakturor tab, Fakturamottagare sub-tab[**Projekt**](#g-projekt "Project — A project linked to companies and persons.") (Projects) All projects the person is involved in. New projects can be created here. [![The person card, Projekt tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-projekt.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-projekt.png)The person card, Projekt tab[**Relationer**](#g-relationer "Relationships — Links between companies and companies, companies and persons, and persons and persons.") (Relationships) Shows relationships between: - company and company, for example customer and supplier (see customer number 1000); - company and person, for example employer and employee (see customer number 2566); - person and person (see PersonID 8016). [![The person card, Relationer tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-relationer.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/person-relationer.png)The person card, Relationer tab### Importguiden (Import guide) The import guide brings new companies and persons into KVP from an external list, for example a purchased address list, without creating duplicates. Open it with the [**Importera**](#g-importera "Import — Start-menu button that opens the import guide.") (Import) button on the start menu. The list is first imported into KVP's import table with FileMaker's own import. The guide then shows one imported row at a time. The left column, [**Från Importen**](#g-fran-importen "From the import — The imported values in the import guide.") (From the import), shows the imported values. The right column, [**I KVP**](#g-i-kvp "In KVP — The existing company and person in the import guide.") (In KVP), shows the company and person in KVP. 1. **Find the company.** KVP lists companies in KVP whose name matches the imported one, with **Antal matchade företag** (Number of matching companies). Choose how closely to match: the first 3 or the first 15 characters. Click [**Välj**](#g-valj "Choose — Picks a matching company or person.") (Choose) on the right company. If the company is not in KVP, create a new one with a button. 2. **Find the person.** The persons at the chosen company are listed in the same way, with **Antal matchade personer** (Number of matching persons). Choose one, or create a new person. A person can also be registered without a company, as a private person. 3. **Transfer the values.** Each imported value has a button that copies it into the matching field in KVP: organisation type, address, postcode, town, visiting address, company email, telephone, title and the company ID from the supplier PAR. You decide value by value what to overwrite. 4. **Tag the person.** Under [**Märkning/aktivitet**](#g-markning-aktivitet "Tag/activity — Tags given to a person in the import guide.") (Tag/activity), give the person tags, for example the campaign the list came from. Buttons take you to the chosen company or person, and [**Rensa**](#g-rensa "Clear — Clears the chosen company and person in the import guide.") (Clear) clears the choices so that you can start over. ### Projekt (Project) A project collects the people, events, documents, orders and invoices that belong to one assignment for a customer. **Projekt\_Lista** lists all projects by **ProjektID** and **ProjektNamn**. Open one to see its project card. The top of the project card shows the project's main information: - **Projekt Nr** (Project number) and **Projekt Namn** (Project name). - [**Projektansvarig**](#g-projektansvarig "Project manager — The member of our staff responsible for the project.") (Project manager), chosen from our own staff. - [**Beställare**](#g-bestallare "Client — The person who ordered a project.") (Client): the person who ordered the project and that person's company with address. Arrow buttons take you to the person card or the company card. - [**Förväntad projektstart**](#g-forvantad-projektstart-projektslut "Expected start / end date — The planned start and end of a project.") and **Förväntad projektslut** (Expected start and end date). - [**Projektstatus**](#g-projektstatus "Project status — Planerat (Planned), Påbörjat (Started) or Slutfört (Completed).") (Project status): **Planerat** (Planned), **Påbörjat** (Started) or **Slutfört** (Completed). KVP records the date the status is set. The tabs below hold the rest. [**Inmatning**](#g-inmatning "Entry view — The form for viewing and editing one record.") (Entry) [**Projektbeskrivning**](#g-projektbeskrivning "Project description — Free-text description of a project.") (Project description): a free-text description of the project. [**Deltagare**](#g-deltagare "Participants — Tab on the project card with everyone taking part in the project.") (Participants) Everyone who takes part in the project, at the customer's side or ours, with name, company and [**Projektfunktion**](#g-projektfunktion "Project role — A participant's role in the project.") (Project role). The roles are [**Beställare**](#g-bestallare "Client — The person who ordered a project.") (Client), **Projektledare** (Project leader), **Projektansvarig hos kund** (Customer's project manager), **Projektansvarig egen personal** (Our project manager), **Konsult** (Consultant), **Underkonsult** (Subconsultant) and **Säljare** (Salesperson). [![The project card, Deltagare tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/Projekt-deltagare.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/Projekt-deltagare.png)The project card, Deltagare tab[**Händelser**](#g-handelser "Events — Things to do and when: meetings, calls, emails, tasks.") (Events) [**Projekthändelser**](#g-projekthandelser "Project events — Events linked to a project.") (Project events): the events linked to the project, with start date and time, end time, [**Vår ref**](#g-var-ref "Our reference — The member of our staff responsible.") (Our reference), **Typ av händelse** (Event type) and a comment. - The button at the top right creates a new event. It is linked to the project as well as to the client and the client's company, so it also appears on their cards. - **Visa** (Show) filters the list by **År** (Year), **Månad** (Month) and [**Avklarade**](#g-avklarade "Completed — Filter that shows completed events or hides them.") (Completed). - **Skapa flera händelser enligt process** (Create several events from a process) creates a whole series of events in one go from a predefined [**Process**](#g-process "Process — A predefined series of events that can be created in one go."), assigned to the person chosen under **Init** (Initials). [![The project card, Händelser tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/projekt-handelser.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/projekt-handelser.png)The project card, Händelser tab[**Dokument**](#g-dokument "Documents — Letters, emails and other documents linked to a company, person, project or order.") (Documents) Letters, emails and other documents connected to the project, with **Rubrik** (Subject), **Dokumenttyp** (Document type), [**Leveranssätt**](#g-leveranssatt "Delivery method — How a document is delivered, for example printed or by email.") (Delivery method), date and [**Vår ref**](#g-var-ref "Our reference — The member of our staff responsible."). Open a document from its row. [![The project card, Dokument tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/projekt-dokument.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/projekt-dokument.png)The project card, Dokument tab[**Order**](#g-offert-order "Quote / Order — Quotes and orders to a company or person.") Quotes and orders connected to the project: **Typ** (quote or order), date, status, [**Orderchans**](#g-orderchans "Order probability — How likely a quote is to become an order, from 1 to 5.") (Order probability, 1–5), a description and **Summa** (Total). Open an order from its row. [![The project card, Order tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/projekt-order.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/projekt-order.png)The project card, Order tab[**Faktura**](#g-fakturor-faktura "Invoices / Invoice — Invoices sent to a company or person.") (Invoices) Invoices for the project: **Faktura nr** (Invoice number), **FakturaDatum** (Invoice date), status and [**Saldo**](#g-saldo "Balance — The amount still to be paid on an invoice.") (Balance outstanding). Open an invoice from its row. [![The project card, Faktura tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/projekt-faktura.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/projekt-faktura.png)The project card, Faktura tab### Offert / Order (Quotes and orders) Quotes and orders are the same kind of record: an order whose [**Typ av order**](#g-typ-av-order "Order type — Offert (Quote), Order or Produktion (Production).") (Order type) is [**Offert**](#g-offert-order "Quote / Order — Quotes and orders to a company or person.") (Quote), [**Order**](#g-offert-order "Quote / Order — Quotes and orders to a company or person.") or **Produktion** (Production). A quote becomes an order with one click, and order rows go on to invoicing through the invoice queue. **Order\_Lista** lists all orders with **Ordernr.** (Order number), **Orderdatum** (Order date), [**Företag**](#g-foretag "Company — Any organisation we are in contact with.") (Company), [**Orderstatus**](#g-orderstatus "Order status — Olevererad, Dellevererad, Levererad - ej fakt or Fakturerad.") (Order status) and [**Ordersumma**](#g-ordersumma "Order total — The total of an order.") (Order total). Click a column heading to sort by it. The order status is calculated from the order rows: - [**Olevererad**](#g-olevererad "Not delivered — Order status: no rows approved yet.") (Not delivered): no rows are approved for invoicing yet. - [**Dellevererad**](#g-dellevererad "Partly delivered — Order status: some rows are approved for invoicing.") (Partly delivered): some rows are approved. - [**Levererad - ej fakt**](#g-levererad-ej-fakt "Delivered, not invoiced — Order status: all rows approved, not all invoiced.") (Delivered, not invoiced): all rows are approved, but not all are invoiced. - **Fakturerad** (Invoiced): all rows are invoiced. [![The order list](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/order-lista.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/order-lista.png)The order listNew orders are usually created from the person card ([**Offert/Order**](#g-offert-order "Quote / Order — Quotes and orders to a company or person.") tab), so the customer is filled in from the start. #### The order card The top of the order card holds: - **Order Nr.**, **Orderdatum**, [**Typ av order**](#g-typ-av-order "Order type — Offert (Quote), Order or Produktion (Production).") and **Projekt Nr.** (Project number), which links the order to an ongoing project. - [**Vår ref**](#g-var-ref "Our reference — The member of our staff responsible.") (Our reference), **Kundens ref.nr.** (Customer's reference number), **Orderbeskrivning** (Order description), [**Orderchans**](#g-orderchans "Order probability — How likely a quote is to become an order, from 1 to 5.") (Order probability, 1–5) and [**Bet.villkor**](#g-bet-villkor "Payment terms — Number of days net until the invoice is due.") (Payment terms, in days). - The button next to the order type turns a quote into an order. - Three addresses side by side: [**Beställare**](#g-bestallare "Client — The person who ordered a project.") (Customer, the person and company that placed the order), [**Fakturaadress**](#g-fakturaadress "Invoice address — The address the invoice is sent to.") (Invoice address) and [**Leverans**](#g-leverans "Delivery — The delivery address of an order.") (Delivery address). [**Betalare**](#g-betalare "Payer — Whether the company or the person pays.") (Payer) chooses whether the company or the person pays, and a button updates the invoice address from it. [**Inmatning**](#g-inmatning "Entry view — The form for viewing and editing one record.") (Entry) The order rows: **Art nr** (Article number), **Benämning** (Description), **Antal** (Quantity), [**Enhet**](#g-enhet "Unit — The unit an article is sold in.") (Unit), **Levdatum** (Delivery date), price, discount, VAT, total and **Init** (Initials). - [**Estatus**](#g-estatus "Row status — 1 approved for invoicing, 2 in the invoice queue, 3 invoiced.") shows where each row is on its way to an invoice: **1** – approved for invoicing, **2** – moved to the invoice queue, **3** – invoiced. - The arrow on a row sends the approved rows to the invoice queue. - The totals show **Summa antal** (Total quantity), discount, VAT and [**Ordersumma**](#g-ordersumma "Order total — The total of an order.") (Order total). [![The order card, Inmatning tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/order-inmatning.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/order-inmatning.png)The order card, Inmatning tab**Info** Texts printed on the documents: - **Meddelande på offerten** (Message on the quote), - **Meddelande på orderbekräftelse** (Message on the order confirmation) and - **Meddelande på följesedel / leveransbesked** (Message on the delivery note). Each text can be copied from a letter template (**Välj mall att kopiera**, Choose template to copy) or cleared with a button. [![The order card, Info tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/order-info.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/order-info.png)The order card, Info tab[**Kalkyl**](#g-kalkyl "Calculation — Tab showing contribution margin per row.") (Calculation) The same rows with [**TB 1**](#g-tb-1-tb "Contribution margin — Price minus cost, per row and in total.") (contribution margin) per row and for the whole order. Rows cannot be added or removed here. [![The order card, Kalkyl tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/order-kalkyl.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/order-kalkyl.png)The order card, Kalkyl tab[**Händelser**](#g-handelser "Events — Things to do and when: meetings, calls, emails, tasks.") (Events) **Orderhändelser** (Order events), with the same filters and process button as on the project card. A new event is linked to the order, the customer and the company. [![The order card, Händelser tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/order-handelse.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/order-handelse.png)The order card, Händelser tab[**Dokument**](#g-dokument "Documents — Letters, emails and other documents linked to a company, person, project or order.") (Documents) Documents connected to the order. Write a new one from your own text (**Eget**, Own) or from a letter template (**Mall**, Template). [![The order card, Dokument tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/order-dokument.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/order-dokument.png)The order card, Dokument tab#### Printing The **Order\_Rapporter** layout prints the current order as an [**Offert**](#g-offert-order "Quote / Order — Quotes and orders to a company or person.") (Quote), an [**Orderbekräftelse**](#g-orderbekraftelse "Order confirmation — Printed order confirmation.") (Order confirmation) or a [**Leveransbesked**](#g-leveransbesked "Delivery note — Printed delivery note for an order.") (Delivery note). #### Fakturakö (Invoice queue) The invoice queue shows the order rows that are approved for invoicing: order number, customer, article, description, the date the row was added to the queue, initials and amount. A row can be taken out of the queue. [**Fakturera kön**](#g-fakturera-kon "Invoice the queue — Creates invoices from the invoice queue.") (Invoice the queue) creates the invoices. [![The invoice queue](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/fakturako.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/fakturako.png)The invoice queue### Fakturering (Invoicing) **Faktura Lista** lists all invoices with **Fakt nr** (Invoice number), [**Företag**](#g-foretag "Company — Any organisation we are in contact with.") (Company), **Fakt datum** (Invoice date), **Förfallo dag** (Due date) and **Fakt summa** (Invoice total). [![The invoice list](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/faktura-lista.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/faktura-lista.png)The invoice listInvoices are created in three ways: - from the invoice queue, out of approved order rows; - as a direct invoice from the person card's [**Fakturor**](#g-fakturor-faktura "Invoices / Invoice — Invoices sent to a company or person.") tab; - from the invoice list. #### The invoice card The top of the invoice card holds: - **Fakturanr** (Invoice number), **Ordernr** and **Projnr** (Project number). - **Fakturadatum** (Invoice date), **Utskriftsdatum** (Printed date), [**Bet.villkor**](#g-bet-villkor "Payment terms — Number of days net until the invoice is due.") (Payment terms, days net), [**Förfallodatum**](#g-forfallodatum "Due date — The date the invoice must be paid.") (Due date), **Inbet datum** (Payment date) and **Påminnelsedatum, nr** (Reminder date and number). - [**Vår ref**](#g-var-ref "Our reference — The member of our staff responsible.") and **Kundens ref.nr.** - [**Beställare**](#g-bestallare "Client — The person who ordered a project.") (Customer) and [**Fakturaadress**](#g-fakturaadress "Invoice address — The address the invoice is sent to.") (Invoice address), with [**Betalare**](#g-betalare "Payer — Whether the company or the person pays.") (Payer) and a button that updates the invoice address. [**Inmatning**](#g-inmatning "Entry view — The form for viewing and editing one record.") (Entry) The invoice rows: article number, quantity, unit, description, delivery date, price, discount, VAT and total. Below the rows are: - **Faktura notering** (Invoice note), which is printed on the invoice, and **Intern notering** (Internal note), which is not. - The totals: **Fakturasumma** (Invoice total), VAT per rate (**Moms 1** 25 %, **Moms 2** 12 %, **Moms 3** 6 %), **Summa Moms** (Total VAT), [**Öresutjämning**](#g-oresutjamning "Rounding — Rounding of the invoice total to whole kronor.") (Rounding), **Summa rabatt** (Total discount), [**Att betala**](#g-att-betala "Amount due — The total to pay on an invoice.") (Amount due), [**Inbetalat**](#g-inbetalat "Paid — Amount paid on an invoice.") (Paid) and [**Kvar att betala**](#g-kvar-att-betala "Balance outstanding — What remains to be paid on an invoice.") (Balance outstanding). [![The invoice card, Inmatning tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/faktura-inmatning.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/faktura-inmatning.png)The invoice card, Inmatning tab**Info** The invoice note and the internal note. [![The invoice card, Info tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/faktura-info.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/faktura-info.png)The invoice card, Info tab[**Kalkyl**](#g-kalkyl "Calculation — Tab showing contribution margin per row.") (Calculation) The rows with [**TB**](#g-tb-1-tb "Contribution margin — Price minus cost, per row and in total.") (contribution margin) per row and for the whole invoice. Rows cannot be added or removed here. [![The invoice card, Kalkyl tab](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/faktura-kalkyl.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/faktura-kalkyl.png)The invoice card, Kalkyl tabThe invoice status, shown in the invoice lists on the company, person and project cards, counts the days left until the due date, or the days past it. Once the payment date is entered, the status is empty. #### Invoice reports The **Faktura Rapporter** layout collects the invoicing routines: - **Fakturera Fakturakö** (Invoice the queue). - **Sök och skriv ut ej utskrivna fakturor** (Find and print invoices not yet printed): your own or everyone's (**Endast egna eller allas**), optionally limited to the date the rows were queued. - **Skriv ut "hittade" fakturor** (Print the found invoices). - **Bokföringsunderlag för fakturor** and **Bokföringsunderlag för betalningar** (Accounting records for invoices and for payments). After printing, KVP asks whether the invoices are to be marked as booked, so that they are not included next time. - [**Kundsaldolista**](#g-kundsaldolista "Customer balance list — Report of each customer's balance.") (Customer balance list) and [**Kundreskontra**](#g-kundreskontra "Accounts receivable ledger — Report of customers' open invoices.") (Accounts receivable ledger). ### Mallbrev (Letter templates) Letter templates are reusable texts for letters, emails, quotes and orders. When you write a document from a template, KVP fills in the recipient's and sender's details. **Mallbrev\_Lista** (List of letter templates) shows each template's number, [**Brevnamn**](#g-brevnamn "Template name — The name of a letter template.") (Template name), **Rubriken på e-post** (Email subject) and [**Författare**](#g-forfattare "Author — Who wrote a letter template.") (Author). Click a column heading to sort by it. A new template is created from the list or from the template card. At the top of the template card you give the template its name (**Namnge standardbrevet**, Name the template). The tabs hold the content. [**Normalmall**](#g-normalmall "Standard template — Tab for the text of letters and emails.") (Standard template) A template for letters and emails: - **Rubrik på E-Post brev** (Email subject) and the text itself, written in the large box. - **Sätt in merge fält** (Insert merge field) inserts a placeholder at the cursor, which is replaced by real data when a document is written. There are placeholders for the recipient (name, company, address, customer number and so on), the sender (**Avs.**: name, company, email, direct phone number, signature) and a booked event (**Bok.**: type, dates, times, place, booked staff). - [**Typ av brev**](#g-typ-av-brev "Letter type — Category of a letter template.") (Letter type): **Avtal** (Agreement), [**Orderbekräftelse**](#g-orderbekraftelse "Order confirmation — Printed order confirmation.") (Order confirmation), **Konsultavtal** (Consultancy agreement), **Anställningsavtal** (Employment contract) or **Övriga** (Other). - [**Status**](#g-status "Status — Whether the user account is active or inactive."): [**Aktiv**](#g-aktiv-inaktiv "Active / Inactive — Status of a letter template or an article.") (Active) or [**Inaktiv**](#g-aktiv-inaktiv "Active / Inactive — Status of a letter template or an article.") (Inactive). - **TEXT / HTML**: whether an email is sent as plain text or HTML. - [**Brev/Bilaga**](#g-brev-bilaga "Letter/Attachment — Whether a template is a letter or an attachment.") (Letter/Attachment): whether the template is a letter or an attachment. - **Fil** (File): the template is based on a file. - [**Utskrift**](#g-utskrift "Print layout — How a template is printed: normal, full page or quote/order.") (Print layout): **Normal** with letterhead, **Hel sida** (Full page, without letterhead) or [**Offert/Order**](#g-offert-order "Quote / Order — Quotes and orders to a company or person.") (Quote/Order). - **Brevnummer** (Template number) and the dates the template was created and last changed. [**Offert/Ordermall**](#g-offert-ordermall "Quote/order template — Tab with text blocks for quotes and orders.") (Quote/order template) Two blocks of text for quotes and orders, each with its own merge fields. On the order card's **Info** tab they are copied into the texts printed on the quote, the order confirmation or the delivery note. ### Artikel (Articles) Articles are the products and services you sell. They are used on order rows and invoice rows. **Artikel\_Lista** (Article list) shows **Artikelnr** (Article number), **Benämning** (Description), **Ut pris ex moms** (Sales price excl. VAT), [**Ordinarie pris**](#g-ordinarie-pris "Regular price — An article's price before any discount.") (Regular price), **Introduktionsrabatt, t.o.m** (Introductory discount, until) and unit. Click a column heading to sort by it. [![The article list](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/artikel-lista.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/artikel-lista.png)The article list#### The article card [**Artikel**](#g-artikel "Article — A product or service that is sold.") (Article) - **Artikelnummer**, **Benämning**, [**Enhet**](#g-enhet "Unit — The unit an article is sold in.") (Unit: st, nr, tim, offert or avtal), **Pris** (Price), **Moms** (VAT) and **Pris inkl. moms** (Price incl. VAT). - [**Beskrivande text**](#g-beskrivande-text "Description text — Longer description of an article.") (Description text): a longer description of the article. - **Prices for two kinds of customer:** **Privata företag och kommuner** (Private companies and municipalities) and **Statliga myndigheter/organ.** (Government agencies). For each there is an [**Ordinarie pris**](#g-ordinarie-pris "Regular price — An article's price before any discount.") (Regular price) and an [**Ut pris**](#g-ut-pris "Sales price — The price the customer pays, excl. VAT.") (Sales price). - **Quantity prices:** up to four price levels, each starting at a quantity you set. The headings show the quantity each price applies to. - **Introduktionsrabatt i %** (Introductory discount in %) and **Rabatt gäller tom (datum)** (Discount valid until, date). Enter the discount in whole percent, for example 30 for 30 %. Until that date, all sales prices are reduced by the discount. After it, the regular prices apply again. - [**In pris**](#g-in-pris "Purchase price — Cost of an article, the basis for contribution margin.") (Purchase price): the basis for the contribution margin on orders and invoices. - [**Kontonr.**](#g-kontonr "Account number — The bookkeeping account for an article.") (Account number), [**Artikelgrupp**](#g-artikelgrupp "Article group — Grouping of articles.") (Article group) and **Projekt ID**, which links the article to an ongoing project. - [**Arbetsartikel**](#g-arbetsartikel "Service article — An article that is work performed rather than a product.") (Service article): marks an article that is work performed, such as consulting hours, rather than a product. - **Bild** (Picture). - [**Status**](#g-status "Status — Whether the user account is active or inactive."): [**Aktiv**](#g-aktiv-inaktiv "Active / Inactive — Status of a letter template or an article.") or [**Inaktiv**](#g-aktiv-inaktiv "Active / Inactive — Status of a letter template or an article."). **Finns i order el faktura** (Used in an order or invoice) shows whether the article has been used. - [**Post info**](#g-post-info-postinfo "Record info — When a record was created and changed, and by whom.") (Record info): when the article was created and changed, and by whom. [![The article card](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/artikel-inmatning.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/artikel-inmatning.png)The article card**Inställningar** (Settings) The lists that articles draw from, each on its own tab: - **Moms** (VAT): each VAT rate with its account number. - **Kontonummer** (Account numbers). - [**Artikelgrupp**](#g-artikelgrupp "Article group — Grouping of articles.") (Article groups): number and name. [![The article card, Inställningar tab: Moms](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/artikel-Installningar-moms.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/artikel-Installningar-moms.png)The article card, Inställningar tab: Moms [![The article card, Inställningar tab: Kontonummer](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/artikel-Installningar-kontonr.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/artikel-Installningar-kontonr.png)The article card, Inställningar tab: Kontonummer [![The article card, Inställningar tab: Artikelgrupp](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/artikel-Installningar-artikelgrupp.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/artikel-Installningar-artikelgrupp.png)The article card, Inställningar tab: Artikelgrupp### Kalender / Agenda (Calendar / Agenda) The calendar shows the [**Händelser**](#g-handelser "Events — Things to do and when: meetings, calls, emails, tasks.") (Events): meetings, calls, follow-ups and everything else that is planned. There are three views. [**Kalender Veckoöversikt**](#g-kalender-veckooversikt "Week overview — The graphic calendar.") (Week overview) A graphic calendar. - **Day**, **Week** and **Month** switch the view; **Previous**, **Next** and **Today** move in time. - **Kontakter för** (Contacts for) chooses whose events to show. - Drag an event to move it to another day or time, or drag its edge to change its length. KVP saves the new date and time on the event. - Double-click an event to open it on the event card. - **Add Event** creates a new event. [![The week overview](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/agenda-week.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/agenda-week.png)The week overview[**Kalender\_Lista**](#g-kalender-lista "Agenda list — Events as a searchable list.") (Agenda list) The events as a list, with **Datum** (Date), [**Prio**](#g-prio "Priority — Marks a prioritised event.") (Priority), **Init** (Initials), **Tid** (Time), **Företag & Person** (Company and person), **Benämning** (Description), **Avklarad** (Completed) and [**Typ av kontakt**](#g-typ-av-kontakt "Contact type — Kind of event: meeting, call, email and so on.") (Contact type). - The search menu offers ready-made selections: **Alla ej avklarade** (All not completed), **Alla ej avklarade, framtid** (All not completed, future), **Mina ej avklarade, historia** (Mine not completed, past) and **Mina ej avklarade, framtid** (Mine not completed, future). - The arrows move the period one or four weeks back or forward, or back to this week. - Click a column heading to sort by it. - From the events in the list you can go to their companies, persons or orders, for example to call everyone you are to follow up. - A selection of events can be saved and opened again later. [**Kalender\_PersonLista**](#g-kalender-personlista "Staff day overview — Each member of staff's day, hour by hour.") (Staff day overview) One row per member of staff and one column per hour from 08.00 to 17.00, showing what everyone is doing during the day. The arrows move one day or one week back or forward. #### The event card The event card opens when you double-click an event in the calendar, or when you create an event on a company, person, project or order. It shows: - **Benämning** (Description), **Typ av händelse** (Event type), for example a customer meeting, an outgoing call or a follow-up, and [**Plats**](#g-plats "Place — Where an event takes place.") (Place). - **Start datum**, **Nästa kontakt tid** (Start time), **Slut datum** and **Kontakt sluttid** (End date and time), and **Heldag?** (All day). - [**Ansvarig Person**](#g-ansvarig-person "Responsible person — The member of staff responsible for an event.") (Responsible person), [**Inbokad Person**](#g-inbokad-person "Booked person — The member of staff booked for an event.") (Booked person) and **Avklarad** (Completed). - **Noteringar / anteckningar** (Notes). - [**Händelsen avser**](#g-handelsen-avser "The event concerns — Where an event was created.") (The event concerns): where the event was created. A button takes you there: the company, person, document, project, order or invoice. - [**Bekräfta eller påminn om möte per e-post**](#g-bekrafta-eller-paminn-om-mote-per-e-post "Confirm or remind about a meeting by email — Sends a meeting confirmation or reminder from a template.") (Confirm or remind about the meeting by email): choose a letter template and click [**Skapa & se**](#g-skapa-se "Create and view — Writes the confirmation email for an event.") (Create and view). KVP writes the email with the event's details filled in, and lists it under **Rubrik** (Subject) and **Skickat datum** (Date sent). [![The event card](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/agenda-popup.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/agenda-popup.png)The event card### Korrespondens (Correspondence) All letters and emails are stored as documents, linked to the company and person they were sent to. They are listed on the company card, the person card, the project and the order, and in **Dokument\_Lista** (Document list), which shows **Datum** (Date), **Rubrik** (Subject), **Typ** (Delivery method), **Pers** (Author), **Namn** (Recipient) and [**Företag**](#g-foretag "Company — Any organisation we are in contact with.") (Company). #### Writing a document A new document is created from a company, a person, a project or an order, either from your own text or from a letter template. KVP fills in the recipient's name and address, the sender and the date. On the document card: - [**Leveranssätt**](#g-leveranssatt "Delivery method — How a document is delivered, for example printed or by email.") (Delivery method): **Brev** (Letter), **Epost** (Email) or [**Utskrift**](#g-utskrift "Print layout — How a template is printed: normal, full page or quote/order.") (Print). - [**Typ av korrespondens**](#g-typ-av-korrespondens "Type of correspondence — Category of a document.") (Type of correspondence) and **Intern rubrik i listor** (Internal heading in lists, not seen by the recipient). - **Ange mall att kopiera** (Choose template to copy): copies a template's text into the document. Merge fields are replaced with real data. - [**Sidfot**](#g-sidfot "Footer — Whether a printed letter has a footer.") (Footer) and [**Logga**](#g-logga "Logo — Whether a printed letter has a logo.") (Logo) choose whether the printed letter has a footer and a logo. - The text of the letter is written on the **1 Sid** (Page 1) tab. [![The document card](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/Dokument.png)](http://filemakerkonsulterna.se/images/CRM/kvp26-hidden/Dokument.png)The document card#### Sending by email - [**Vald E-postadress**](#g-vald-e-postadress "Chosen email address — The recipient's email address for a document.") (Chosen email address): the recipient's addresses are offered in a list. - **Rubrik på e-mail** (Email subject, seen by the recipient), **CC Adresser** and **BCC Adresser**. - **Text/HTML**: plain text or HTML. - [**Bifoga filer**](#g-bifoga-filer "Attach files — Attachments to an email.") (Attach files): add attachments with a file dialog, or clear them. - A button inserts your email signature. - [**Skriv ut/Sänd**](#g-skriv-ut-sand "Print/Send — Prints a letter or sends an email.") (Print/Send) prints the letter or sends the email. KVP records **Skickad Datum & Tid** (Date and time sent). Several documents can be sent at once as a mass mailing, for example to everyone with a given tag. #### Files A document can also hold a file, for example a scanned contract or a PDF. [**Ladda upp dokument**](#g-ladda-upp-dokument "Upload document — Stores a file on a document.") (Upload document) stores the file in KVP's documents file. Buttons export the file or open it. ## Glossary Swedish terms as they appear on screen, with an English translation and a short description. | Svenska | English | Description | |---|---|---| | Adresser | Addresses | Tab on the person card for addresses other than the company's. | | Adresskälla | Address source | Where the company's address came from. | | Affärer | Deals | Tab on the corporate group and company cards. | | Agenda / Kalender | Agenda / Calendar | The calendar views of events. | | Aktivera | Activate | Button that enables a deactivated user account. | | Aktiv / Inaktiv | Active / Inactive | Status of a letter template or an article. | | Ansvarig Person | Responsible person | The member of staff responsible for an event. | | Antal anställda | Number of employees | The size of a company. | | Anteckningar | Notes | Tab on the person card with notes history and events. | | Användare | User / Users | A person with a user account; also the list where users are administered, and the level for ordinary users. | | Arbetsartikel | Service article | An article that is work performed rather than a product. | | Artikel | Article | A product or service that is sold. | | Artikelgrupp | Article group | Grouping of articles. | | Att betala | Amount due | The total to pay on an invoice. | | Att göra, Företag, Person | What to do, company, person | Column on the start menu describing each event. | | Avklarade | Completed | Filter that shows completed events or hides them. | | Behörighetsnivå / Nivå | Privilege level / Level | The user's level: Utvecklare, Superuser, Användare or Titta. | | Bekräfta eller påminn om möte per e-post | Confirm or remind about a meeting by email | Sends a meeting confirmation or reminder from a template. | | Belopp | Amount | The value of a deal. | | Beskrivande text | Description text | Longer description of an article. | | Beställare | Client | The person who ordered a project. | | Betalare | Payer | Whether the company or the person pays. | | Bet.villkor | Payment terms | Number of days net until the invoice is due. | | BFS | BFS | A sales strategy; the start menu counts events by BFS result. | | Bifoga filer | Attach files | Attachments to an email. | | Bokföringsunderlag | Accounting records | Printed basis for bookkeeping of invoices or payments. | | Bransch | Industry | The company's line of business. | | Brevnamn | Template name | The name of a letter template. | | Brev/Bilaga | Letter/Attachment | Whether a template is a letter or an attachment. | | Byt användare | Switch user | Closes KVP so that another user can log in. | | Byt lösenord | Change password | Button for changing your own password. | | Byt nivå | Change level | Button that gives a user another privilege level. | | Dagenskontakter | Today's contacts | Tab on the start menu. | | Dellevererad | Partly delivered | Order status: some rows are approved for invoicing. | | Deltagare | Participants | Tab on the project card with everyone taking part in the project. | | Dokument | Documents | Letters, emails and other documents linked to a company, person, project or order. | | Ej kvalificerad | Not qualified | Sales stage: the customer does not qualify. | | Enhet | Unit | The unit an article is sold in. | | Estatus | Row status | 1 approved for invoicing, 2 in the invoice queue, 3 invoiced. | | Fakturaadress | Invoice address | The address the invoice is sent to. | | Fakturakö | Invoice queue | Order rows approved and waiting to be invoiced. | | Fakturamottagare | Invoice recipient | Sub-tab for entering an alternative invoice recipient. | | Fakturera kön | Invoice the queue | Creates invoices from the invoice queue. | | Fakturering | Invoicing | The invoicing module. | | Fakturor / Faktura | Invoices / Invoice | Invoices sent to a company or person. | | Från Importen | From the import | The imported values in the import guide. | | Fått info | Received information | Sales stage. | | Företag | Company | Any organisation we are in contact with. | | Företagsanteckningar | Company notes | Notes about a company. | | Företagsgrupp | Company group | Grouping of companies, 1–3. | | Företagsinfo | Company info | Company details shown on the person card. | | Företagskort | Company card | The entry view for a company. | | Företagstyp | Company type | The kind of company. | | Förfallodatum | Due date | The date the invoice must be paid. | | Författare | Author | Who wrote a letter template. | | Förmedlingsprovision | Referral commission | Commission for referrals. | | Förväntad projektstart / projektslut | Expected start / end date | The planned start and end of a project. | | Förv.affärsdatum | Expected deal date | When a deal is expected to close. | | Google | Google | Tab that searches Google for the company name. | | Heldag | All day | Marks an event that lasts the whole day. | | Huvudnäring SNI | Main industry (SNI) | Swedish standard industrial classification code. | | Händelsen avser | The event concerns | Where an event was created. | | Händelser | Events | Things to do and when: meetings, calls, emails, tasks. | | Importera | Import | Start-menu button that opens the import guide. | | Importguiden | Import guide | Brings companies and persons in from an external list without duplicates. | | Inaktivera | Deactivate | Button that disables a user account. | | Inbetalat | Paid | Amount paid on an invoice. | | Inbokad Person | Booked person | The member of staff booked for an event. | | Initialer | Initials | The person's initials; also the user's account name. | | Inmatning | Entry view | The form for viewing and editing one record. | | Introduktionsrabatt | Introductory discount | Discount in whole percent until a given date. | | In pris | Purchase price | Cost of an article, the basis for contribution margin. | | I KVP | In KVP | The existing company and person in the import guide. | | Kalender Veckoöversikt | Week overview | The graphic calendar. | | Kalender\_Lista | Agenda list | Events as a searchable list. | | Kalender\_PersonLista | Staff day overview | Each member of staff's day, hour by hour. | | Kalkyl | Calculation | Tab showing contribution margin per row. | | Karta | Map | Tab that shows the company's location on Google Maps. | | Koncern | Corporate group | A corporate group with its companies. | | Koncernkort | Corporate group card | The entry view for a corporate group. | | Kontaktperson | Contact person | A person connected to a company. | | Kontonr. | Account number | The bookkeeping account for an article. | | Korrespondens | Correspondence | Letters and emails to and from contacts. | | Kredit | Credit rating | The company's credit level. | | Kundnr | Customer number | The company's number in KVP. | | Kundreskontra | Accounts receivable ledger | Report of customers' open invoices. | | Kundsaldolista | Customer balance list | Report of each customer's balance. | | Kvar att betala | Balance outstanding | What remains to be paid on an invoice. | | Ladda upp dokument | Upload document | Stores a file on a document. | | Leverans | Delivery | The delivery address of an order. | | Leveransbesked | Delivery note | Printed delivery note for an order. | | Leveranssätt | Delivery method | How a document is delivered, for example printed or by email. | | Levererad - ej fakt | Delivered, not invoiced | Order status: all rows approved, not all invoiced. | | Lista | List view | A list of records. | | Logga | Logo | Whether a printed letter has a logo. | | Mallbrev | Letter template | Reusable text for letters, emails, quotes and orders. | | Massmärke | Mass tag | Gives a tag to every person in the found set. | | Meny Start | Start menu | The first layout after login. | | Merge fält | Merge field | Placeholder replaced by real data when a document is written. | | Måste byta | Must change | The user must choose a new password at the next login. | | Märken | Tags | Categories on persons and companies, used to find and group them. | | Märkning | Tags | Overview of tags and how many companies and persons have them. | | Märkning/aktivitet | Tag/activity | Tags given to a person in the import guide. | | Möte bokat | Meeting booked | Sales stage. | | Navigeringsfältet | Navigation bar | The icons at the top of every layout. | | Normalmall | Standard template | Tab for the text of letters and emails. | | Nyhetsbrev | Newsletter | Whether a person receives the newsletter. | | Nästa kontakt | Next contact | Date and time of an event. | | OC | Order chance | How likely a deal is to become an order, 1–5. | | Offert / Order | Quote / Order | Quotes and orders to a company or person. | | Offert/Ordermall | Quote/order template | Tab with text blocks for quotes and orders. | | Olevererad | Not delivered | Order status: no rows approved yet. | | Omsättning | Turnover | The company's annual turnover. | | Orderbekräftelse | Order confirmation | Printed order confirmation. | | Orderchans | Order probability | How likely a quote is to become an order, from 1 to 5. | | Orderstatus | Order status | Olevererad, Dellevererad, Levererad - ej fakt or Fakturerad. | | Ordersumma | Order total | The total of an order. | | Ordinarie pris | Regular price | An article's price before any discount. | | Org. Nr | Corporate identity number | Swedish organisation number. | | PAR FöretagsID | PAR company ID | The company's ID at the business data supplier PAR. | | Person | Person | An individual, usually a contact person at a company. | | PersonID | Person ID | The person's number in KVP. | | Personkort | Person card | The entry view for a person; the centre of the system. | | Personmärkning | Person marking | A classification of a person. | | Persontyp | Person type | The type of person; **Användare** marks a user of the system. | | Plats | Place | Where an event takes place. | | Post info / Postinfo | Record info | When a record was created and changed, and by whom. | | Prio | Priority | Marks a prioritised event. | | Process | Process | A predefined series of events that can be created in one go. | | Projekt | Project | A project linked to companies and persons. | | Projektansvarig | Project manager | The member of our staff responsible for the project. | | Projektbeskrivning | Project description | Free-text description of a project. | | Projektfunktion | Project role | A participant's role in the project. | | Projekthändelser | Project events | Events linked to a project. | | Projektstatus | Project status | Planerat (Planned), Påbörjat (Started) or Slutfört (Completed). | | Påbörjad | Started | Sales stage. | | Påminnelse | Reminder | Payment reminder for an overdue invoice. | | Ramavtal | Framework agreement | Sales stage. | | Registrera | Register | Button that creates a user account. | | Reg.datum | Date registered | When a deal was registered. | | Relationer | Relationships | Links between companies and companies, companies and persons, and persons and persons. | | Rensa | Clear | Clears the chosen company and person in the import guide. | | Ring åter | Call back | Call result. | | Saldo | Balance | The amount still to be paid on an invoice. | | Sidfot | Footer | Whether a printed letter has a footer. | | Skapa & se | Create and view | Writes the confirmation email for an event. | | Ska köpa | Will buy | Sales stage. | | Skriv ut/Sänd | Print/Send | Prints a letter or sends an email. | | Status | Status | Whether the user account is active or inactive. | | Superuser | Superuser | Level that works with all data and administers users. | | Tackat nej | Declined | Sales stage. | | Ta bort konto | Delete account | Button that deletes a user account but keeps the person. | | TB 1 / TB | Contribution margin | Price minus cost, per row and in total. | | Titta | Viewer | Level that can read data but not change it. | | Typ av brev | Letter type | Category of a letter template. | | Typ av kontakt | Contact type | Kind of event: meeting, call, email and so on. | | Typ av korrespondens | Type of correspondence | Category of a document. | | Typ av order | Order type | Offert (Quote), Order or Produktion (Production). | | Uppföljning | Follow-up | Sales stage. | | Upptaget/Ej svar | Busy/No answer | Call result. | | Utskrift | Print layout | How a template is printed: normal, full page or quote/order. | | Utvecklare | Developer | Level for the client's own developer. | | Ut pris | Sales price | The price the customer pays, excl. VAT. | | Vald E-postadress | Chosen email address | The recipient's email address for a document. | | Visa allas | Show everyone's | Shows all users' events on the start menu. | | Vår ref | Our reference | The member of our staff responsible. | | Välj | Choose | Picks a matching company or person. | | Välj behörighetsnivå | Choose privilege level | The dialog where the level is chosen. | | Webb | Web | Tab that shows the company's website. | | Återställ lösenord | Reset password | Button that gives a user a new temporary password. | | Ändra lösenord | Change passwords | Button that opens the user list for administrators. | | Öresutjämning | Rounding | Rounding of the invoice total to whole kronor. | | Överblick | Overview | Tab on the start menu. | | Övrig info | Other info | Tab on the person card with record info and user settings. | ![]()