Customers
The Customer View helps users manage organisations involved in cases, assignments, or tasks. This includes clients, suppliers, or contractors.
Overview Tabs
You can filter the list of customers using the status tabs at the top:
All – Shows all records
Prospect – Potential customers
Lead – Pre-qualified contacts
Current Customer – Actively engaged clients
Previous Customer – Past clients
Supplier – Vendors or service providers
Contractor – External team members or subcontractors
Use the Search bar on the right to locate customers by name.
Actions
The top section includes action buttons:
All Customers – View the full list
Add Customer – Create a new customer record manually
Import from Xero – Sync customer data directly from your Xero account
Customer Cards
Each customer is displayed as a card with key details:
Name
The full business or entity name
Address
Physical or mailing address (if provided)
Update Logo
Allows uploading or changing the customer logo
Cards are grouped in rows and are responsive to screen size.
Suggested Uses
Assign customers to tasks or cases
Track current vs. past engagement
Visually identify organizations using logos
Quickly add new contacts during onboarding
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