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Add a customer

You can add a new customer in the Customers section by clicking + Add Customer. A form will open where you enter the basic information and assign responsible persons.

1

Go to CRM → Customers

2

Click the orange button

3

Fill in customer's data.

A form will open where you fill in:

  • Name (required) – customer name (company or individual).
  • Customer ID (required) – unique customer number.
  • Street Line 1 / Street Line 2 – address.
  • City, Region, Country, Postal Code – location.
  • Shared folder – link to a shared folder with documents.
  • Notes – internal notes.
  • VAT ID / Tax ID – identification numbers (if available).
  • Date Created – record creation date (pre-filled with today’s date).
  • Active – toggle to mark if the customer is active.
  • Tags – labels (VIP, Partner, Public, …).
  • Owner (required) – the person responsible for the record.
  • Manager (required) – the customer’s manager.
4

Click Save

Tips

Owner vs. Manager: The Owner is the person who owns the record, while the Manager is the one actively managing the customer.

Add Tags right away – they make later filtering easier.

Use the Shared folder to insert a link to a cloud folder with customer-related documents.

Common mistakes

Missing required fields: You must fill in at least Name, Customer ID, Owner, Manager.

Duplicate ID: Each customer must have a unique Customer ID.

Forgotten Active status: If a customer isn’t marked Active, they won’t appear in “Active” filters.

Summary

Topic Summary
Add a new customer Go to CRM -> Customers and click + Add Customer.
Required fields Name, Customer ID, Owner, Manager
Tags and notes Use Tags and Notes for better organization.
Documents Documents can be linked through the Shared folder.

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