The Customer Management module is the central anchor of BMP360. Every sales document, project, and communication is linked to a customer record.
Adding a New Customer
- Navigate to Customers in the left sidebar.
- Click Add New Customer.
- Complete the customer creation form: company name, contact information, billing address, currency preference, classification, and payment terms.
- Click Save to create the customer record.
Filling in all available fields — including email and currency — ensures automated notifications and documents work correctly from the start.
Searching and Filtering Customers
- Navigate to the Customers module.
- Use the search bar to look up customers by name, email, or phone number.
- Apply filters to narrow results by classification, status, or currency.
- Click on any customer row to open their full profile.
Viewing a Customer Profile
Each customer profile contains a complete overview of their relationship with your business:
- Contact details and address information
- All linked invoices, proformas, and quotes
- Payment history and outstanding balance
- Linked projects and their current status
- Communication history and CRM inbox logs
- Portal activity (logins, ticket submissions, document views)
Use the customer profile as your primary reference point before any customer interaction — it provides the full history at a glance.
Suspending and Restoring Customers
- From the customer's profile, click the Suspend Account button.
- Confirm when prompted. The customer will no longer be able to log into the Customer Portal.
- To restore: navigate to Suspended Customers, find the account, and click Restore.