Edit customer details

As your customer's address, tax information, or primary and secondary contacts change, you may need to update their organization details to keep records accurate and up to date.

This guide explains how to add and make edits to customer information.

Add a new customer

To manually add a customer:

1. Navigate to the Customers tab from the main sidebar.
2. Click the + icon in the top-right corner
3. Select Create Customer

You can also bulk upload customer records using .xlsx or .xls files, which is ideal for onboarding multiple contacts at once.

When creating a customer, enter the following details:

• First Name and Last Name
• Email
• Phone Number
• Preferred Language
• Notification Preference: Choose how the customer will receive updates (e.g., Email, SMS, WhatsApp)

Edit customer overview

To edit an existing customer:

1. Navigate to the Customers tab from the main sidebar.
2. Click on a customer’s name to open their Details page.

You can view or update the following sections:

• Overview: Edit personal details, tax info, and billing addresses.
• Customer contacts: ♦️ [NEW] Group customers under the same organization by adding multiple contacts.
  • Go to Customer > [Customer Name] > Overview, scroll to Contacts, and click + to add a new contact.
• Quotes: View all quotes associated with the customer.
• Orders: View all related orders.
• Projects: View active and completed projects.
• Catalog: Manage the customer's part catalog.
• Pricing: Adjust customer-specific pricing rules.
• Metadata: Attach custom key-value data to the organisation for ERP IDs, external references, and integration identifiers.

Customer organisation metadata

You can attach custom key-value metadata to any customer organisation directly from their detail page. Common uses include storing ERP customer numbers, Shopify IDs, internal account tiers, or any external reference your workflow requires.

Metadata entries are displayed in a dedicated Metadata table on the customer detail page and can be created, edited, and deleted from there. They are also available inside document templates so you can include things like a customer's ERP number on their invoices.

For a full walkthrough, see Customer organisation metadata.