3.1 Customers

3.1.1 Creating a customer
In Koho, there are several ways to create a new customer:  1. Create a new customer in the Customers section  2. Create a new customer...
Wed, 19 Oct, 2022 at 2:08 PM
3.1.2 Updating or deleting an existing customer
Updating an existing customer There are several ways to edit customer information:  Write the customer’s name on the search bar and click directly o...
Mon, 16 May, 2022 at 6:22 PM
3.1.3 Why is a customer not visible in time tracking?
To track time in Koho, customers must have at least one active project with visible tasks. If you are unable to track hours for a customer, the most probabl...
Mon, 16 May, 2022 at 6:25 PM
3.1.4 Responsibilities, customer categories and customer tags
In the "Customers" section you can find useful tools for viewing and editing customer data. This article details how you can add responsibilities ...
Mon, 16 May, 2022 at 6:41 PM
3.1.5 How to import customers from Excel or CSV files?
If you want to effectively create several customers at a time, the easiest option might be to import data from an external Excel or CSV file.   Things...
Fri, 1 Jul, 2022 at 12:07 PM
3.1.6 How to merge customers?
If you need to merge two customers, you can use the "Merge" button on the customer card. This is sometimes needed if you have accidentally created...
Fri, 1 Jul, 2022 at 12:12 PM