Manage CRM Customers

What a customer record represents

Customers is the shared directory of businesses and individuals your company works with. Create one record per customer and maintain its contact information so CRM and project work refer to the same account.

Find and review customers

• Type filter – All / Business / Individual.
• Search – by name, email, or VAT number.
• Table – Name (with a business/person icon), Contact Info (email/phone),

Location, and Primary Contact.

• Edit action (pencil) on each row.
• Add Customer (top right).

Add and maintain a customer

1. Search first to avoid creating a duplicate record.
2. Select Add Customer and choose Business or Individual.
3. Enter the identifying and contact details your team needs.
4. Assign a Primary Contact so sales and project teams know who to contact.
5. Edit the existing record when details change instead of creating another customer.