> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.robaws.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Customers | Settings

Under **settings > customers** you determine how the customer module works: which default values a new customer receives, which fields appear on the customer file and what the overview screen looks like. Also take a look at the [general settings](https://support.robaws.com/en/article/general-settings-1han2yn/) — these affect several modules, including your customers.

| After every change, click **activate settings** at the bottom right. Otherwise your changes are not applied in your Robaws environment.

## Overview

Here you determine what the **first tab** of the customer overview looks like. What you change here applies to every user. In addition, every user can still create their [own overviews](https://support.robaws.com/en/article/using-overview-screens-10zscoo/) and set them up as they wish.

| Setting | Explanation |
| ---- |
| Quick filters | Choose which filters are ready by default in your overview. |
| System overview | Choose which columns you want in your overview, and in which order. |
| Card info | Set the title, the subtitle and the fields of the card in the [kanban and map views](https://support.robaws.com/en/article/views-in-the-overview-screen-au7o3/). A maximum of 8 fields in total. |
| Tags | Set up labels that appear on a card as soon as an item meets your condition. At most 10 per module. |

Card info and tags apply to the whole environment. Columns are set separately.

## Settings

| Setting | Explanation |
| ---- |
| Default payment condition | The [payment condition](https://support.robaws.com/en/article/setting-up-your-payment-conditions-94873u/) that is filled in by default for a new customer. |
| Default credit limit | The amount of the credit limit that is filled in by default for a new customer. If you leave this field empty, Robaws uses 20,000. |
| Default VAT | The [VAT tariff](https://support.robaws.com/en/article/working-with-vat-rates-yuw7ji/) that is filled in by default for a new customer. You can only choose sales tariffs. |
| Default sales vat tariff for 0% | The fallback tariff for when no VAT tariff is set on the customer file by accident. Important for the link with your accounting software. |
| External Id | Switch on if you want to see this field on the customer file. |
| Show assignee | Switch on if you want to see this field on the customer file. |
| Follow up date | Switch on if you want to see this field on the customer file. |
| Wappy enabled on contact person by default | Switch on if every new contact person should be visible in [Wappy](https://support.robaws.com/en/article/wappy-settings-1ujjkcj/) by default. This is on by default. |

## Extra fields

As with other modules, you can create [extra fields](https://support.robaws.com/en/article/working-with-extra-fields-1vwszk1/) of your choice on the customer file.

## Statuses

You can also give a customer your own status. Create the statuses you want here, give every status a colour for the overview and fill in the **default status**: the status that a newly created customer receives.

||| Statuses are case-sensitive. "Active" and "active" are therefore two different statuses.

## Email templates

As with other modules, you can prepare [email templates](https://support.robaws.com/en/article/email-template-1r656oh/) and then use them from the customer file.