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 (Pencil Icon): Click this icon to modify the customer's entries. Only Managers have permission to edit customer master data.
  • Delete (Trash Icon): Click this icon to remove the customer record from the system. Only Managers have permission to delete customers.
  • Home (House Icon): Click the house button at the top-right corner to return to the main 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.
  • Actions: Standard edit and delete options for the row.

Column-Level Filters

Each column features a text filter box directly below the header. Typing into these boxes (e.g., Filter under Customer Full name) dynamically filters the customer list by the corresponding column value.

Note

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