The list
The stats strip counts your book: Total customers, Active customers, New this month and Linked orders — plus your Most active customers. The table shows Name, Company, Type, Phone, Email, Location, Orders and Added; Manage columns chooses which are shown. The Search customers box finds one by name, and Add Customer creates one by hand.Individual vs business
A customer is either an individual (first and last name) or a business (company name). A business can hold several contacts — dispatcher, accounts payable, the person who actually answers the phone — with one of them marked as the main contact.The customer profile
- Orders
- Contacts
- Notes
- Payments
Every shipment this customer has booked, with the lane, dates and value. Open any of them
straight from here.
Merging duplicates
The same person will eventually come in twice — once from your website and once from a provider. Customer consolidation, in the menu next to Add Customer, finds groups of likely duplicates (search them by name, email or phone), shows which record is recommended to keep, and merges each group into it — one at a time, or every group at once. Each merge can be undone afterwards, and the orders from both come along.Importing customers
The same menu offers Import customers from orders (create customer records from the shipments you already have) and Import customers from SuperDispatch. Bulk file import is under Settings → Lead Management → Import data, alongside lead and terminal import.Related
Shipments
The orders themselves.
Accounting
What each customer has actually paid.