Manage Customers

Create and maintain customer records so invoices and customer-facing receivables workflows have the right contact information.

Purpose

Use this workflow when you need to create or maintain a customer record before invoicing or follow-up.

Prerequisites

  • You can open the Customers page.
  • You know the customer name.

Steps

  1. Open Customers.
  2. Select New to create a customer, or use the row actions to view or edit an existing customer.
  3. Enter the customer details that matter for your process:
  • Name is required.
  • Company, Email, and Phone support contact and billing workflows.
  • Address fields help complete the record when needed.
  1. Save the customer.
  2. Use the search filter on the Customers page when you need to find the record later by name, company, email, or phone.

Expected Result

The customer is available for later invoice selection and ongoing relationship management.

Common Mistakes

  • Skipping the customer record and trying to invoice without a clean customer list.
  • Entering inconsistent naming conventions, which makes search and reporting harder later.
  • Treating Customers as only a contact list. It is also a key source for invoice workflows and navigation from global search.

Info

  • App sections: customers
  • Last validated: 2026-05-02
  • Screenshot status: not-started