Customers
Customer is a mandatory metadata when creating a project. All the environment's customers can be listed in the Customers > Listing view which is found in the main navigation bar.
Customers can't be deleted from the system currently. Instead, you can archive them through the Customer's Dashboard by switching the Customer Status to "Archived".
- This will archive all the projects that had the Customer set for them.
- Simultaneously this will remove all future reservations from those projects.
- This action can't be reverted - use it with caution.
Customers can have a bit of optional metadata related to them.
BASIC INFORMATION
- Business code
- Website
- Customer status
- Description
VISITING ADDRESS
- Street address
- Postal code
- City
- Country
DELIVERY ADDRESS
- Street address
- Postal code
- City
- Country
Customer's Dashboard collects data regarding all the customer's projects. The Dashboard has 5 different areas which work in a similar manner as their equivalents in other views:
- Basic info
- Timeline
- Customer numbers
- Ongoing projects
- Archived projects
These can be activated / deactivated from the Select visible areas button located top-right of the view.
