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Add Customers or Stored Locations
Add Customers or Stored Locations

Enabling the Customers tab

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Written by eLogii
Updated over 2 years ago

If you have recurring customer locations, it is possible to create profiles for them and later select them for tasks.

Before adding customers, first enable the customer’s tab in the Configuration Dashboard Settings General Settings

Click Save at the top right-hand side once the feature has been enabled.

This will make visible a new section in the dashboard called Customers where it is possible to create customer profiles.

Customers can be added manually or imported via CSV file.

After adding their basic profile information, it is possible to add one or multiple locations in the Location tab.

Click Save once all the information has been added.

Customer URL Slug

Customer names can contain numbers, characters, capital letters and so on, but the customer's slug does not, because of the URL. The slug name can not start with a number and contain capital letter.

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