The Customers module manages company profiles, contacts, and their relationship to applications, contracts, and payments.

Customer List

Customer list view with search, filters, and status indicators

The customer list provides:

• Search by company name, contact, or industry
• Status filtering — Active, Inactive
• Industry filtering — Filter by business sector
• Quick metrics — Active contracts and revenue at a glance

Creating a Customer

New customer creation form

Required Information

• Company name
• Industry — Business sector classification
• Location — City, state, country
• Primary contact — Name, email, phone

Optional Information

• Company representatives
• Additional contacts