/docs/modules/customers
Customers
One golden record for everyone who touches your desk — from first click to repeat service.
Purpose
Customers centralize contact, consent, and history so leads, deals, invoices, and service ROs reference the same person or business buyer.
Setup
- Import existing buyer list (CSV) if migrating — dedupe by phone/email.
- Configure consent flags for CASL (promotional email/SMS).
- Link locations if multi-store (Settings → Locations).
Daily workflow
- Search by phone — fastest floor lookup.
- Merge duplicates when BDC finds twin records (manager action).
- Timeline — leads, deals, tasks, invoices on one profile.
- Update address before BOS print — pulls into deal paperwork.
Key fields
| Field | Notes |
|---|---|
| Name, phone, email | Required for outreach |
| Address | BOS and registration mail |
| Consent | Marketing email/SMS |
| Company buyer | Fleet / commercial flag |
| Notes | Non-legal desk context |
Permissions
- Sales — edit customers they own or are assigned.
- Manager — merge, export, view all PII.
- Service — read + update service-related fields.
Canadian notes
- PIPEDA — collect only needed fields; export/delete requests handled per your privacy policy.
- CASL — express consent before promotional SMS (SMS).