Customers

Keep your customer list — name, phone, tax ID, address and more. Use the search box to find by name, phone, email or tax ID. When you create a quote you pick a customer from here.

1

Add a customer

1. On the Customers page, click Add Customer (top right) to open the dialog.
2. Fill in Name (required) and Phone.
3. Expand More details (optional) to add Address, Tax ID, Email and Note. Contacts are not stored here: the same company may have a different contact on every quote, so Contact and Contact Phone are entered under Order info when you create a quote.
4. Click Create to save.

Without a Name you'll see "Customer name is required" and can't create the record.

Edit a customer

1. Click any customer in the list to open its detail page.
2. Click Edit (top right), change the fields inline, then Save.

Delete a customer

1. On the customer detail page, click Delete (top right) and confirm.

Deleting a customer requires Manager permission.

A customer that already has quotations can't be deleted. Pressing Delete tells you how many quotations remain; resolve them first.

Link with quotations

In Quotations, when you create a quote you pick a customer from here; the quote snapshots the customer's details at that moment (name, phone, address, tax ID), so editing the customer later won't change quotes you've already issued.

The Deal total, Received and Outstanding figures at the top of a customer's page, and the deal amount in the list, only count quotations the customer has confirmed (Confirmed or Completed). They cover the same quotations as Awaiting payment in the quotation list. Drafts and Handed over quotations aren't deals yet, and voided ones aren't collected, so neither is counted.