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Managing Customers

This guide covers creating, editing, and organizing customer records in Taskr.

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Creating a Customer

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Quick Create

1. Navigate to Customers
2. Click Create Customer or use sidebar shortcut
3. Enter minimum required information:
   • Customer Name
4. Click Create

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Detailed Creation

For complete customer records:

1. Click Create Customer
2. Fill in all relevant sections
3. Add locations if known
4. Click Create

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Customer Information Fields

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Basic Information

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Contact Information

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Address Information

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Financial Settings

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Notes and Tags

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Editing Customers

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Opening for Edit

1. Click on a customer in the list
2. Customer detail sheet opens
3. Click Edit button
4. Make changes
5. Click Save

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Inline Editing

Some fields support inline editing:

1. Click directly on the field
2. Edit the value
3. Click away or press Enter to save

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Bulk Editing

Update multiple customers:

1. Select customers using checkboxes
2. Click Bulk Actions
3. Choose action (status, tags, etc.)
4. Apply changes

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Customer Detail View

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Detail Sheet Tabs

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Quick Actions

From customer detail:

• Create Job: Start new work order
• Create Quote: Generate price proposal
• Create Invoice: Bill the customer
• Add Location: Register new site
• Add Contact: Add contact person
• Upload Document: Attach files

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Customer Locations

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Adding Locations

1. Open customer detail
2. Go to Locations tab
3. Click Add Location
4. Enter location details:
   • Name
   • Address
   • Contact information
   • Access details
5. Click Save

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Location vs Customer Address

A customer can have:

• One billing address
• Multiple locations (work sites)

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Customer Contacts

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Adding Contacts

1. Open customer detail
2. Go to Contacts tab
3. Click Add Contact
4. Enter:
   • Name
   • Role/title
   • Email
   • Phone
   • Primary contact (yes/no)
5. Click Save

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Primary Contact

Designate one contact as primary:

• Used for default communication
• Shows on customer list
• Receives notifications (if enabled)

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Customer Status Management

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Changing Status

1. Open customer detail
2. Click Edit
3. Change Status field
4. Add note explaining change (optional)
5. Save

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Active to Inactive

When deactivating a customer:

• Historical data preserved
• Customer hidden from default views
• Can still access if filtered
• Related records remain linked

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Inactive to Active

Reactivating a customer:

1. Filter to show inactive customers
2. Find and open customer
3. Change status to Active
4. Save

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Merging Duplicate Customers

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When to Merge

• Duplicate records created accidentally
• Company name changed
• Businesses merged

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How to Merge

1. Identify duplicate customers
2. Determine which record to keep
3. Go to customer to remove
4. Click Actions > Merge
5. Select target customer
6. Review what will be merged
7. Confirm merge

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What Gets Merged

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Deleting Customers

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Soft Delete (Recommended)

1. Change status to Inactive
2. Customer is hidden but preserved
3. Data available if needed later

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Hard Delete

⚠️ Warning: Hard delete is permanent and removes all customer data.

Only available if:

• No linked jobs
• No linked invoices
• Admin permission

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Import and Export

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Importing Customers

Bulk import from spreadsheet:

1. Go to Settings > Import Data
2. Select Customers
3. Download template
4. Fill in customer data
5. Upload completed file
6. Map columns
7. Review and import

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Export Customers

1. Go to Customers list
2. Apply filters as needed
3. Click Export
4. Choose columns to include
5. Select format (CSV, Excel)
6. Download

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Customer Search

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Basic Search

Type in the search box to find:

• Customer name
• Trading name
• Contact name
• Email
• Phone number

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Advanced Search

Use filters for:

• Status (active/inactive)
• Tags
• Date created
• Last activity
• Jobs count
• Custom fields

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Customer Tags

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Using Tags

Tags help organize customers:

• Industry type
• Service level
• Geographic region
• Account manager

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Managing Tags

1. Edit customer
2. Find Tags field
3. Add existing tags or create new
4. Save

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Filtering by Tags

1. Click Filters in customer list
2. Select tag filter
3. Choose tags to include
4. View filtered results

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Best Practices

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Customer Creation

• ✅ Check for existing customer before creating
• ✅ Use consistent naming format
• ✅ Add all known contact information
• ✅ Create locations for all work sites
• ✅ Set appropriate payment terms

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Data Maintenance

• ✅ Update records when information changes
• ✅ Mark departed contacts inactive
• ✅ Review inactive customers periodically
• ✅ Merge duplicates promptly
• ✅ Verify addresses regularly

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Organization

• ✅ Use tags consistently
• ✅ Document special requirements in notes
• ✅ Keep primary contacts current
• ✅ Associate all locations properly

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Troubleshooting

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Can’t Delete Customer

Cause: Customer has linked records Solution:

1. Mark inactive instead of deleting
2. Or reassign/delete linked records first

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Customer Not in Search

Cause: Filters may be hiding customer Solution:

1. Clear all filters
2. Check status filter includes customer’s status
3. Try different search terms

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Duplicate Customers

Solution:

1. Use merge function
2. Keep most complete record
3. All links transfer automatically

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