Customer Management
Manage customer profiles, contact details, and information to ensure accurate records on documents, and reports.
Purpose
Customer Management allows you to:
Create and maintain customer profiles linked to your projects and sites.
Store contact and business details such as representative, VAT, and registration numbers.
Streamline communication and document generation across your organization.
Accessing Customer Profiles
In the side navigation, click Settings → Customer Profiles
Open Customer Profiles
Click Customer Profiles
Customer Profiles Overview
Customers List Page
This is the main list view where all customers in your organization are displayed.
Fields shown:
Company — The customer’s registered business name.
Representative — The assigned contact person for the company.
Email — The contact email of the representative or company.
Country — The customer’s location.
Actions and Controls:
Search Bar:
Use the top search field to filter customers by company name, email, or country.
The search activates after three characters are entered.
Click the “X” to clear your search and view the full list again.
Rows per Page Selector (100):
Choose how many customer entries to display at once.
Floating Action Button (➕): Found in the bottom-right corner — clicking it opens the Create Customer form.
At the bottom, you’ll see “0 selected / x total,” indicating how many customers are currently selected from the list.
Customers List (After Adding a New Customer)
Updated Customer List
Once saved, the system redirects you back to the Customers List View.
The newly added Sample Customer now appears in the list alongside existing entries.
Displayed Columns:
Company: Sample Customer
Representative: John Doe
Email: [email protected]
Country: United States
The total count at the bottom updates accordingly (e.g., “0 selected / 2 total”).
Best Practices
Always use accurate company names to maintain consistency across documents.
Add representative details to improve traceability in quotes, invoices, and reports.
Use the VAT toggle for international or non-taxable clients.
Review address entries via the integrated map search for better data accuracy.
Keep customer profiles up to date for smoother project assignment and document linking.
Tips:
Use Search frequently to avoid duplicates before adding new customers.
Keep the Contact Number and Representative fields filled in to ensure quick communication.
Customers created here automatically become available on all documents.
If a customer changes details (like VAT or address), update their profile — changes apply system-wide instantly.
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