The customers list is linked to the jobs list. Jobs are assigned to customers and a customer record must exist before the job record can be created, but you can add the customer in the process of creating a new job using the Add New button under the customer select field in the new job form. For the customer records, a customer Name is all that is required. The other contact information can be filled in and used at your discretion.

Accessing the Current Customers list

In the admin menu, click the Customers link.

How to add a new Customer

From the admin menu: Hover over Customers > Select Add New > Fill out the Title and Status fields (required) > Click the Publish button in the box on the right side of the page.

From the Customers list: Click Add New button at the top of the page next to Customers > Fill out the Title and Status fields (required) > Click the Publish button in the box on the right side of the page.

Note: Adding a new customer will make it available for employees to select on the timecard entry form.

How to edit an existing Customer

Hover over the Customer you would like to edit > select Edit > After making your desired changes, click the Update button in the box on the right side of the page.

How to delete a Customer

Hover over the Customer you would like to delete > click “Trash”

Note: Customers that are moved to the trash are not permanently deleted. You may retrieve them at any time from the Trash section. To view customers in the Trash, click the Trash link above the list of Customers in the admin page.