CUSTOMERS

This section provides a comprehensive list of all customer accounts within Source Buddy. It helps in managing customer-related information, tracking project associations, and streamlining communication.

To access the Customers:

  1. Navigate to Master Data in the sidebar.
  2. Click on Customers.

Actions

Customers Actions

Edit

Edit (Pencil Icon): Allows to modify the Customers entries.
Access Restriction: Only Managers have permission to edit the Customers.

  • Home (House Icon): To return to the dashboard.

Column Descriptions

Customers Table

  • Customer Full name: The complete legal or registered name of the customer.
  • City: The city where the customer is located.
  • State: The state or province where the customer is located.
  • Country: The country where the customer is located.
  • GST Number: The Goods and Services Tax identification number for the customer.
  • Assigned To: Indicates the internal team or individual responsible for managing this customer account.

Note

To add a new customer, click on Add Customer. Once added, the new customer will automatically populate in this list.