Customers and contacts
Create customer records, manage contacts, files, billing details, groups and client access.
Create a customer
Create a customerCreate a company or individual customer record with billing, shipping and account details.
Open guide →GuideEdit customer profile and account information
Edit customer profile and account informationUpdate customer identity, address, website, currency, language and account settings.
Open guide →GuideAdd and manage customer contacts
Add and manage customer contactsCreate portal-enabled contacts, assign email permissions and control contact status.
Open guide →GuideConfigure customer contact permissions
Configure customer contact permissionsChoose which portal areas a contact may access, including invoices, estimates, projects, contracts and support.
Open guide →GuideManage customer billing and shipping addresses
Manage customer billing and shipping addressesMaintain reusable billing and shipping details for accurate documents and tax handling.
Open guide →GuideUse customer groups
Use customer groupsSegment customers for reporting, pricing context and operational organisation.
Open guide →GuideAssign staff members to customers
Assign staff members to customersRestrict or organise customer ownership by assigning responsible staff.
Open guide →GuideUpload and share customer files
Upload and share customer filesStore attachments and control whether each file is visible in the client portal.
Open guide →GuideAdd notes and reminders to a customer
Add notes and reminders to a customerRecord internal context and schedule follow-up without exposing private notes to the client.
Open guide →GuideImport customers and contacts
Import customers and contactsPrepare a structured import file, map fields and review results before using imported records.
Open guide →GuideDeactivate or delete a customer safely
Deactivate or delete a customer safelyUnderstand the difference between status changes and deletion, including linked-record restrictions.
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