Create and manage customers

Create a customer

1. Open CRM → Customers.
2. Click Create (or New customer).
3. Enter the legal or trading name, customer type, and primary contact details.
4. Set currency and tax defaults if prompted (important for European and Tunisian billing later).
5. Save. The customer opens in the 360° detail view.

Browse and search

1. Open CRM → Customers.
2. Use search and filters (status, type, tags) to narrow the list.
3. Open a row to see the full customer profile.

Edit a customer

1. Open the customer.
2. Click Edit.
3. Update addresses, identifiers, commercial notes, or the Sales rep (the collaborator alerted when one of the customer's cheques or bills bounces).
4. Save.

Change lifecycle status

Customer lifecycle statuses are Active, Deactivated, and Archived. Lifecycle changes require Admin access. Reactivate a deactivated customer before editing it or using it for new business documents.

1. Open the customer.
2. Choose Change status.
3. Confirm. Open tickets, active Work Orders, unpaid invoices, in-force contracts, or open Sales Orders block deactivation and deletion. Resolve the reported dependency first. If a required check is unavailable, retry later.

Deleting a customer with history archives the record rather than removing that history. Bulk deletion can partially succeed; review the reported failures.

Merge duplicates

If two records are the same organization:

1. Open one of the customers.
2. Choose Merge and select the duplicate.
3. Confirm which record survives. Sites, Contacts, Addresses, Opportunities, customer communication logs, and tags move to the surviving customer; the duplicate is archived.

Delivery and billing addresses

1. Open the customer → Addresses.
2. Add or edit delivery and billing addresses.
3. Mark defaults used on Quotations and Invoices.