Customers

Customers in Zentitle are equivalent of "Accounts" or "Companies" in your CRM system - your customers at a company level. This level can also be used in a B2C situation.

The Customer object in Zentitle refers to a company type level with only a few basic attributes as standard.

In general, we assume you will keep most of your customer data within your CRM system and link that back via the account ref ID we provide.

However, if you wish to use Zentitle as a more powerful tool for managing your clients and their entitlements, we suggest adding all the additional fields you use in your business via the custom field feature.

We suggest getting that right before you import or add any of your customers to Zentitle.

Adding (individually)

Remember, you can bulk import from a CSV file.

To add a single customer quickly, navigate to the "customers" link in the navigation.

The Customers option is under "Customers" on the left menu.

To add a customer to Zentitle2, click on 'Add Customer'.

Then, enter the customer's name. This data is required.

• Optionally add in an "Account reference ID", which is useful for connection to a CRM or external system for more data on the customer and system connectivity.

It may be valuable to add notes to a customer record so that valuable information can be shared across the team and help better understand details around the customer. Notes can be found in the Notes tab.

Click save.

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Editing customers

To edit a customer, click on that customer's name in the customer list.

Click the "edit" button in the left section to edit the customer name and ID details.

Make any changes and click save.

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Deleting customers

To delete a Customer, pick one from the list.

Pick the 'three dots' icon on the top right.

The red button to "disable" a customer is not the same as deleting them, it's a temporary measure vs. deleting that is permanent. They are separate functions.

Select 'Delete customer.'

Confirm you wish to delete when prompted for confirmation.

As this customer has connected objects below it, you must confirm with the three radio boxes and a text input of the name to delete, complete those, and then select delete.

Any form of deletion CAN NOT BE UNDONE. BE VERY CAREFUL WHEN DELETING.