Customers
SharedThe customer master is the central directory of all customers with company, contact person, reachability, address and status – as a board by status or a searchable list.
What you do here
You create customers and maintain company, contact person, category and status as well as reachability (phone, mobile, email, website) and address. On the board you drag customers between Lead, Active and Inactive – the status saves instantly. Tap an entry for the detail view or use the action menu to set the status.
Status & category
Each customer has a status: Lead for not-yet-won contacts, Active for ongoing relationships and Inactive for dormant ones. The category is a free field for your own classification, e.g. by industry or segment. In the list you quickly find customers via search and the status filter.
Who sees what
Admin and dispatcher can create, edit, delete customers and set the status. Drivers see the customer master read-only and can view details but change nothing.
What you can do here
- ✓Customers
- ✓Customer
- ✓Edit customer
- ✓Add customer
- ✓Edit
- ✓Delete
- ✓Set status
- ✓Assign owner
Live preview — real view with sample data