Customers

Keep one record per customer with its contacts, terms, special prices, context for the AI and, with Commerce, its sign in.

Updated 23 September 2026

On this page

Why: Terms, contacts and order history sit in separate systems, so every reply starts with a search.
What: One record per customer: contacts, terms, addresses, special prices, quotes, orders and service items.
How: Import a CSV, add the fields your trade needs, and ask the AI about any customer from their record.

Find it at /app/customers: an area in the menu under Sales. Brought by every workspace.

Inspect and Commerce add to it when they are on as well.

Views

View	What it shows	Added by
Customers	Search or import customers; each holds terms, prices, history and what the AI reads.	Every workspace
Contacts	Every person at every customer in one searchable list, linked to their record.	Every workspace

Parts you meet here

Add customers

Step 1.
Open /app/customers and choose New customer, or Import CSV for a whole book.
Step 2.
An import previews the rows and flags possible duplicates before anything is created.

One customer's record

Part of the record	What it holds
Contacts and addresses	The primary contact is the default quote recipient. Billing and shipping addresses, terms and VAT.
Your own fields	The fields your trade needs, defined in Settings then Organisation under Customer fields.
Special pricing	Prices agreed with this customer, fixed or a percentage off, by scope and date. See special prices and customer discounts.
Context	Ask about this customer opens the AI area with the customer pinned, so the answer reads their quotes, orders and items.
Access	With Commerce on: the access code, the invite link and the people signed in, with Create access code, Rotate and Revoke.

The Activity tab lists the customer's quotes and orders and Service items what they have registered; a Servicing tab appears with Service Centre.

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