Trutesta Customer Manager

Trutesta Customer Manager serves as a comprehensive database for all clients involved in testing and certification services. This system mirrors the customer profiles found in actual financial systems. Additionally, it offers the capability to segment clients according to different financial systems, enabling various organizations to effectively utilize Trutesta's suite of testing, inspection, and certification applications.

Testing and, more crucially, certification services often involve multiple customers, each playing a distinct role in the service process. It's vital to accurately identify these customers based on their specific roles. Trutesta Customer Manager facilitates this by allowing roles to be assigned to customers, thereby enhancing their identification for various services. Moreover, it enables the establishment of key relationships, such as Customer-Manufacturer, to better define interactions and responsibilities within the service framework.

TIC Projects typically engage multiple customers and contacts, and to accommodate this, project folders are structured to support an unlimited number of customers and contacts. To clarify the roles of these various parties, tags are employed to categorize each customer and contact appropriately.

Understanding that customers in Trutesta often correspond to clients in external systems, it's essential to facilitate the effortless addition and updating of customer information in Trutesta. To this end, customer management within Trutesta can be completely handled using the customer service REST API, ensuring smooth synchronization and maintenance of customer data across platforms.