Customers

Customers are used to store basic contact details, and track tasks and projects assigned to the customer.

Create Customer

1. In the navigation menu at the top of the page. Click on the “New Object”

2. In the dropdown, click on the option “New Customer”

3. The “New Customer” page will load. Fill out the customer form appropriately

4. If the customer is linked to an organisation. Click on the select. It currently only shows 10 Organisations. However

   typing into the search, will search for other options. Give it a few seconds.

5. Click on the “Submit Customer” at the bottom of the page

Search Customer

1. In the navigation menu at the top of the page. Click on “Find Objects”

2. In the dropdown, click on the option “Customers”

3. The “List Customer” page will load. Use the search filter to filter for the appropriate customer.

Note

Spaces are considered wildcards in this search.

Update Customer

1. Use the method above to find the appropriate Customer you wish to edit.

2. Edit the Customer, and once completed click on the “Update Customer” button

Note

To update/change profile pictures. Click on the “Update Profile” button. Profile pictures are updated automatically when saved.

Misc Features