Customers

Overview

A Customer is the main entity in SeeRM.

A customer can represent either a private person or a company, and can have zero or many orders. You can read more about Orders.

All actions in SeeRM are applied to the customer, not directly to individual orders. You can read more about Actions.

All users can update the customer information, but only Admins can delete the customer completly from the system.

Customers Overview

From the main page, click Customers to view a table of all customers in the system.

For each customer, you can see:

• Name
• Email
• Phone number
• Address

A search field is available in the top-left corner to quickly find customers.

Creating Customers

You can create customers in multiple ways:

• Manually, using the plus icon in the top-right corner:
• Through bulk uploads, read more at Order Uploads
• Through APIs, read more at API

Customer View

Clicking a customer in the table opens the customer view.

This view has its own navigation bar, allowing you to quickly move between all information and features related to that specific customer.

You can read more about the available sections in the customer view under Navigations.

When inside the customer view, the Customer Comments is displayed in the bottom right