In this module you can review and manage Customer relations documents. A customer relations document records an inquiry with a customer (for example an incoming request or an inquiry you started yourself): it stores who was contacted, through which source and in which direction, with what priority, and you can also note the requested items and comments on it. The list gives you one place to find every document you have created, search among them and start the most important actions directly (new document, close, delete, download, send an email, create a related document).
The statuses of a document can be adapted to your company. A newly created document always starts in the initial status (by default Kérés elküldve, request sent) and moves to the closed status after closing (by default Kész, done). The limits on closing and deleting are explained in the FAQ section.
Note: the screenshots in this article were taken in the Hungarian interface, so the Hungarian label is given in brackets next to the buttons, tabs and menu items shown in them.
Click Main menu / CRM / Customer management / Customer relations / List to see all customer relations documents created so far. Above the table, the Actions (Műveletek) tab holds the buttons you can use on the selected document:
At the right end of the row of tabs there is a clipboard icon that copies the contents of the table to the clipboard, and next to it the Analytics link opens the CRM statistics page.
Click the Search (Keresés) tab above the table to see the filters. The most common fields are visible right away: Partner company name, Document number, Status (several values can be selected), Direction and Priority. The “Expand” (Bővítés) button opens more filters: Document date (with a start and an end date), Employee, Project, Job number, Department number, Subject, Contact person name, Contact phone number, Customer comment and Internal comment. Click the Search button to filter by the conditions you set.
On the View and layout (Nézet és elrendezés) tab you set how the list is displayed for you:
These settings are saved per user, so they are kept the next time you sign in. The row colors follow the status of the document — in the screenshot, for example, rows with the Kész (done) status have a green background.
In the panel below the list you can quickly look at the details of the selected document without opening it. The tabs of the panel can be switched on in the Preview window setting:
On the Additional functions (Kiegészítő funkciók) tab you find extra options related to the selected document that help with your daily work:
If you right-click a row, the same quick actions are available from a context menu as on the Actions tab.
To get a quick overview of your inquiries, select the initial status (Kérés elküldve) in the Status field on the Search tab, so that only the inquiries that are not closed yet remain in the list. After filtering, Download > List operation > XLSX list exports the list you are currently seeing into a single spreadsheet.
The columns of the default table and their meaning:
| Field / Element | Required | Description |
|---|---|---|
| Document number | The unique identifier of the customer relations document (e.g. UGYFK000009/2026). The system assigns it when the document is saved for the first time. | |
| Document date | The date the document was created. | |
| Partner company name | The name of the partner linked to the inquiry — entering a partner is optional, so it can be empty in some rows. | |
| Partner contact person | The name of the contact person at the partner. | |
| Employee | The name of the colleague who recorded the document. | |
| Status | The current state of the document (by default e.g. Kérés elküldve, Kész). Statuses can be adapted to your company. |
The set of displayed columns can be customized under View and layout > Columns — the list above shows the default view.
The columns of the Items tab of the preview window and their meaning:
| Field / Column | Required | Description |
|---|---|---|
| Name | The name of the product or service on the item. | |
| Item number | The unique item number of the product, which also identifies it in the master data. | |
| Quantity | The quantity in the inquiry, in the unit of measure of the product. |
The columns of the Related documents tab of the preview window and their meaning:
| Field / Column | Required | Description |
|---|---|---|
| Document number | The identifier of the related document. | |
| Document date | The date the related document was created. | |
| Document type | The type of the related document (e.g. customer quote, invoice). | |
| Issuing employee | The name of the colleague who issued the related document. |
Close is available only for a document in the initial status (by default Kérés elküldve), and Delete only for a document in the initial status or an already closed one (by default Kész). A deleted document cannot be deleted again, and deletion cannot be undone. After closing, the data of the document can no longer be edited; only the Status field can still be changed. If you need to change something, use Cloning (Másolás).
Entering a partner on a customer relations document is optional, so you can record an inquiry that has no partner yet. In these rows the two columns stay empty.
These actions (Send email, Document management and the PDF download) can be used only for closed documents, so they stay inactive until a document is selected, or while the selected document is still in the initial status. Close the document first with the Close button. PDF preview and the XLSX exports are available before closing as well.
Filter the list to the documents you want on the Search tab, then use Download > List operation > XLSX list to export the whole list you currently see into one spreadsheet, even without selecting anything.
The Customer relations menu item appears only if the module is assigned to your account. If you do not see it under Main menu / CRM / Customer management, ask your administrator or customer support to activate the module for you.
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