Customers

A customer is a company you support. The page shows a card per customer with its colour dot, account number, active state, industry, phone, website, and how many contacts and tickets it has. Search by name, or filter by industry and status (Active by default).

Add Customer asks for the company name (required), account number, industry, domain, website, a Ticket colour (the colour of the customer's pill on ticket cards, with Use default), phone, address and notes.

Click a card to open the customer. The panel shows company, contact and address information, notes, the customer's Contacts with an Add Contact button, and its Tickets. Edit Customer changes the details. Delete removes the customer and its contacts and stops any client portal logins; existing tickets are kept for history.