Customers are at the heart of your business operations, and managing their information efficiently is crucial. This chapter outlines the key features for creating, viewing, updating, and deleting customer records. From storing basic details to tracking invoices, subscriptions, and notifications, the customer management module ensures your team has all the tools needed to maintain accurate and actionable customer data.
Every member of the team has the ability to create a customer.
The following information is optional to create a customer:
- Basic information such as the company, the first and last name, the email address and phone number.
- The country, city, address and postal code.
Every member of the team has the ability to read a customer.
The following information is displayed to the member:
- The option to create an invoice for this customer.
- The basic information as provided when creating the customer.
- The additional information such as the language, currency, VAT number, website, default discount percentage, and if applicable custom fields.
- The option to add a specific billing address.
- The type of lead (cold, warm, hot).
- The invoices of the customer, stating the title, invoice date and payment status.
- The subscriptions of the customer.
- The notifications sent to the customer.
- The integration history of the customer.
- The option to delete the customer.
Every member of the team has the ability to update a customer.
The following information can be updated:
- The basic and additional information of the customer as stated in the Create and Read functionality.
- The lead type (cold, warm, hot).
- A custom invoice deadline for the customer.
Every member of the team has the ability to delete a customer.
