Customers and contacts

Why

A quote, an order and an agreed price all hang on who the customer is.

How

Open Customers from the area menu, at /app/customers.

Add customers

1. 1
   Step 1.

   Choose New customer and enter the Company, with its Email domain and Payment terms if you have them.

2. 2
   Step 2.

   Or choose Import CSV for a whole book. The file takes company, contact, email, phone and terms columns in any order, mapped by heading. Download a sample CSV shows the shape.

3. 3
   Step 3.

   The import previews the rows first: how many are new and how many look like a customer you already hold, by email domain or company name. Tick the box to skip those, then import.

One customer's record

Contacts across every customer

The Contacts view at /app/customers?view=contacts lists every person on every customer, searched by person, firm, role or address.

Finding, exporting and deleting

• The list searches by company, email domain, contact, payment terms or activity and shows each customer's open quotes and last activity.
• Export takes the rows the table shows as CSV or JSON, your own fields included.
• Deleting a customer is for admins and owners. It removes the contacts, addresses and special pricing; linked quotes and orders keep their record and lose the link.

In a round tool workspace

The record is leaner: the company, one contact, the terms and a single percentage discount for the whole customer. The list filters to customers with open quotes, customers who have ordered and customers on special terms. It takes a CSV import of its own.