Customers

Customer identity fields

• First name — customer contact first name.
• Last name — customer contact last name.
• Company — organization associated with the customer.
• Email — primary customer email and Customer Portal identity where portal access is enabled.
• Phone — customer phone number.

Address fields

• Address line 1
• Address line 2
• City
• State / Region
• Postal code
• Country

These fields are optional business/contact information unless your workflow requires them.

Status

• Active — normal active customer record.
• Inactive — retained record that is no longer treated as active in normal workflows.

Notes

Internal customer notes for Staff context. Do not use this field for information that should be shown to the customer.

Customer detail

The customer page can aggregate related information from enabled modules, such as tickets, contacts, files and other linked records.

Portal password

Administrators can set a new Customer Portal password from the customer record.

Portal status

Customer Portal access is controlled separately from Employee access. A customer with portal access signs in through Customer Login, not Staff Login.