> For the complete documentation index, see [llms.txt](https://docs.cloudscaff.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudscaff.com/settings/customer-management.md).
# Customer Management
## 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**
{% hint style="info" %}
[Click here to view how to access Customer Profiles](/settings/accessing-settings.md)
{% endhint %}
## **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.
{% hint style="info" %}
[Learn how to use the search bar](/general-tools-and-features/search-and-filter-bar.md)
{% endhint %}
**Rows per Page Selector (100):**
Choose how many customer entries to display at once.
{% hint style="info" %}
[Learn how to use the rows per page](/general-tools-and-features/table-pagination-and-rows-per-page-selector.md)
{% endhint %}
**Floating Action Button (➕):**\
Found in the bottom-right corner — clicking it opens the **Create Customer** form.
{% hint style="info" %}
[Learn how to use the create button](/general-tools-and-features/create-button-+.md)
{% endhint %}
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:**
* **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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