Tips and FAQ

Which fields are required to create a customer? Just three: First name, Email, and Mobile number. Everything else — last name, land phone, country code, city, country — can be added later by editing the profile.

Why can't I type a customer number? Customer numbers are assigned automatically by the server when the customer is first saved, and can't be changed afterwards. This keeps them unique across your whole business.

My mobile number is rejected — what format does it want? Digits only, 7 to 15 of them, with an optional leading +. For example +971501234567 works; spaces, dashes, and brackets don't.

What do the statuses mean? Active — a normal, in-use customer. Inactive — temporarily out of use. Archived — kept for the record but no longer part of day-to-day work. Status is changed from the pill row on the customer's profile — see Editing or Deleting a Customer.

Can I recover a deleted customer? No — deletion is permanent, and the confirmation dialog warns you before it happens. If you might need the customer again, set their status to Inactive or Archived instead of deleting.

Where's the Save button on the forms? There isn't a fixed one — the moment you change anything, an amber unsaved-changes bar appears with Save and Discard. This is the same pattern used across the console.

How do I search by email or phone instead of name? Use field:value in the search box — email:ahmad@example.com or mobile:+97150. Plain text (no field:) searches the first name. See Finding and Filtering Customers.

I can't see Customers in my sidebar at all — why? Your user role doesn't include customer management access. Ask your administrator to grant it; the menu entry appears automatically once you have permission.

Is a CRM customer the same as a Customer Store on a route? No. Customer Stores (under Operations) are the shops served on van routes. Customers here are individual customer profiles — the ones you attach to orders at checkout, for example in the Orders screen's customer search.