Customers

1. Customers

   All your customers in one list, with how many subscriptions and projects each has. From here you add customers, find them and open their full profile. This tour walks through the page.

2. Search customers

   Search by name, company, e-mail or phone and press Enter. The current status filter, sorting and page size are kept.

3. View, page size and export

   View sets the row density and which optional columns (e-mail, phone, date) are shown; that choice is saved in this browser. Per page sets how many customers are listed, and Export CSV downloads your customer list.

4. Add Customer

   Opens the customer form: name (required), company, e-mail, phone, country, VAT number, status, tags (comma-separated), address and notes.

5. Filter by status

   Show all customers or only Active, Inactive or Blacklist ones; the counters show how many are in each status.

6. Customer list

   Click a customer's name to open their profile with services, invoices and balance. Click Full Name, Status or Date to sort. E-mail and phone columns appear on wide screens.

7. Bulk actions

   Tick customers (or the header box for the whole page) to open the bulk bar, where you can set the status of all selected customers or delete them. Deleting cannot be undone.

8. Row menu

   Open profile, create an order for this customer, edit their details, change the status or delete the customer. Deleting is permanent.