Customer Management

Customer Management allows administrators to create, search, view, and manage customer profiles, contact information, billing address, shipping address, status, and CRM-related notes.

Use this page to maintain customer records for CRM, billing, order management, support, and long-term customer activity tracking.

Overview

The Customer Management screen is divided into two main parts: the customer list page and the customer registration/edit page.

Screen	Description
Customer List	Search and review registered customers by name, email, phone, and status.
New Customer	Create a new customer profile with basic, contact, billing, shipping, and note information.
Customer Edit	Update an existing customer profile and maintain CRM information.

Customer List

The Customer List page displays registered customer profiles and provides search tools. Administrators can search for a customer, filter by status, and open the customer detail or edit screen.

Search Area

Field	Description
Search Keyword	Search by customer name, email, or phone number.
Status	Filter customers by status, such as Active or inactive status values.
Search	Runs the search using the entered keyword and selected status.

Customer Table

The customer table displays customer records that match the current search conditions.

Column	Description
Company	The company name connected to the customer profile.
Customer	The customer name or display name.
Type	The customer type, such as Business or Individual.
Email	The customer's email address.
Phone	The customer's phone number.
Created	The date when the customer record was created.
Action	Provides available actions such as view or edit, depending on the page configuration.

New Customer Button

The + New customer button opens the customer registration page. Use this button when you need to manually create a new customer profile.

Open Admin > CRM > Customers.
Click + New customer.
Enter the required customer information.
Review contact, billing, and shipping information.
Save the customer profile.

New Customer Page

The New Customer page is used to register a customer profile. It contains sections for basic information, contact information, billing address, shipping address, and notes.

Basic Information

The Basic Information section defines the main customer identity and status.

Field	Description	Recommended Use
Customer Type	Selects the customer type, such as Business or Individual.	Use Business for companies and Individual for personal customers.
Customer Code	A unique internal code used to identify the customer.	Use a consistent naming or numbering rule if your business requires customer codes.
Company Name	The company name connected to the customer.	Required for business customers when applicable.
First Name	The customer's first name.	Use for individual customer identification.
Last Name	The customer's last name.	Use together with First Name for full customer records.
Display Name	The name displayed in lists, invoices, orders, or CRM screens.	Use a clear name that staff can recognize quickly.
Status	The customer's current status.	Use Active for normal customers and inactive status for customers no longer in use.

Contact Information

The Contact Information section stores the customer's communication and business identification details.

Field	Description
Email	The customer's primary email address.
Phone	The customer's main phone number.
Mobile	The customer's mobile phone number.
Website	The customer's company or personal website URL.
Tax ID	The customer's tax identification number, if required for billing or business records.

Contact information is often used for communication, invoices, support, and customer verification. Keep it accurate and up to date.

Billing Address

The Billing Address section stores the address used for invoices, receipts, billing records, and payment-related documents.

Field	Description
Address 1	The first line of the billing address.
Address 2	Additional billing address information such as suite, unit, or building number.
City	The billing city.
State	The billing state or province.
Zip Code	The billing postal or zip code.
Country	The billing country.

Shipping Address

The Shipping Address section stores the address used for product delivery, shipping labels, and fulfillment.

Field	Description
Address 1	The first line of the shipping address.
Address 2	Additional shipping address information such as suite, unit, or building number.
City	The shipping city.
State	The shipping state or province.
Zip Code	The shipping postal or zip code.
Country	The shipping country.

Billing and shipping addresses may be different. Always confirm the correct address before creating invoices, orders, or shipments.

Note

The Note section is used for internal CRM notes related to the customer.

Record customer preferences.
Write internal service notes.
Track special handling requirements.
Store billing, order, or support reminders.
Keep communication history summaries when needed.

Notes are intended for internal use. Do not store unnecessary sensitive information unless it is required for business operations.

Recommended Workflow

Open Admin > CRM > Customers.
Search for the customer before creating a new record.
If the customer does not exist, click + New customer.
Select the customer type.
Enter basic customer information.
Enter contact information.
Enter billing and shipping addresses.
Add internal notes if needed.
Save the customer profile.
Return to the customer list and confirm that the customer appears correctly.

Common Use Cases

Use Case	Recommended Action
Create a business customer	Select Business as the customer type and enter the company name, contact person, email, and billing information.
Create an individual customer	Select Individual if available, then enter first name, last name, display name, email, and phone number.
Find a customer quickly	Use the search field with customer name, email, or phone number.
Disable an old customer	Change the customer status from Active to an inactive status if the customer should no longer be used.
Prepare customer data for orders	Confirm contact information, billing address, and shipping address before creating an order.

Important Notes

Search before creating a new customer to avoid duplicate records.
Use consistent display names for easier staff recognition.
Keep email and phone information accurate.
Confirm billing and shipping addresses before order or invoice processing.
Use notes for internal reminders, not for unnecessary private information.
Inactive customers should not be used for new orders unless reactivated intentionally.

Troubleshooting

Problem	Possible Cause	Solution
No customers found	The search keyword may be too specific, or the status filter may hide results.	Clear the keyword, select Active or all statuses if available, and search again.
Duplicate customer records	The customer may have been created without searching first.	Search by email and phone before creating a new customer. Merge or deactivate duplicates if your system supports it.
Customer cannot be saved	Required fields may be missing, or validation rules may not be satisfied.	Review required fields such as customer type, display name, email, or status.
Incorrect billing or shipping information	The address may have been entered in the wrong section.	Confirm whether the address belongs in Billing Address or Shipping Address and update it.
Customer does not appear in the list	The status filter or search keyword may be hiding the record.	Clear filters and search again. Confirm that the customer was saved successfully.

Best Practices

Create a standard customer code rule if your business uses customer codes.
Use clear display names that staff can recognize.
Keep company name and contact person information separate and accurate.
Review customer data before issuing invoices or processing shipments.
Keep CRM notes concise and useful.
Update inactive or outdated customer records regularly.

Customer records are used across CRM, billing, orders, support, and reporting. Accurate customer data helps prevent billing errors, shipping mistakes, and communication issues.