Customer Management

Overview#

CloudOnex Business Suite's Customer Management module helps you organize, track, and manage all your customer relationships effectively. This comprehensive system allows you to maintain detailed customer records, track interactions, and manage customer-related activities from a centralized platform.

Creating Customer Accounts#

Add a New Customer#

1. Navigate to Customers → Add Customer
2. Fill in the required fields:
   • Full Name (required)
   • Email (for portal access)
   • Phone
   • Address details
   • Company (optional)

Customer Portal Access#

• Enable portal access by providing:
  • Email address (serves as username)
  • Password
  • Welcome email option (can be toggled)

Customer Types#

1. Individual Customers

   • Personal details
   • Individual preferences
   • Direct contact information

2. Company Customers

   • Company details
   • Multiple contacts
   • Business-specific information

Managing Customer Information#

Basic Details#

• Contact information
• Billing details
• Shipping addresses
• Communication preferences
• Custom fields

Custom Fields#

1. Go to Settings → Custom Contact Fields
2. Add custom fields for:
   • Industry-specific information
   • Additional contact details
   • Customer preferences
   • Special requirements

Customer Organization#

Group Management#

1. Create customer groups
2. Assign customers to groups
3. Manage group-specific:
   • Pricing
   • Discounts
   • Payment terms
   • Communications

Company Structure#

1. Create company profiles
2. Add multiple contacts
3. Define relationships
4. Track company-wide activities

Customer Communication#

Communication Tools#

• Email integration
• SMS notifications
• Portal messages
• Activity logging
• Automated notifications

Communication History#

• Track all interactions
• Store conversation logs
• Record meeting notes
• Document follow-ups