Customers

Customers keeps the identity and contact information used in business work. Search before creating a new record so you do not split the same customer's history across duplicates.

Maintain a record

1. Find the customer or choose Add Customer.
2. Check the name and contact details against the information the customer supplied.
3. Review the related work or communication available on the record.
4. Save corrections in the customer record and verify them before sending a message.

Use customer groups when they are available for organization or recipient selection. Review membership before sending to a group. Keep personal details and private notes out of public listings and reusable operating documents.

Related guides: Requests, Mail, and Agents.