Clarizen allows users to associate projects with one or more customers so that customer-centric projects, such as service projects, build-to-order projects, build-to-customer and others are linked to their respective customer(s).
The Customers page is where the Clarizen administrator can manage the list of the organization’s customers.
Note: To activate the Customers feature in the application make sure that the respective system setting Manage Customers in the Module Activation category is set to True.
The Customers page enables the Clarizen administrator to manage a list of the organizations customers.
To access the Customers page, hover over the dropdown section at the end of the Start toolbar, and select 'Customers'.
Add New Customer
Click the "Add New Customer" link in the toolbar to create a new customer.
Enter the required information about the customer in the corresponding fields of the General panel.
In the grid of the Contact Personas panel add the required information for one or more customer contacts.
Click the "Delete" icon in the toolbar to delete a specific customer.
If the selected customer is currently assigned to an entity, you will receive a message that the customer cannot be deleted, but will rather be set to Deactivated.
If the selected customer is not assigned to any entity in the organization, you will be asked to confirm the operation. Upon confirmation, the customer will be deleted.
To activate an inactive customer, click on the Activate button within the toolbar
Update Customer Properties
Use the Edit Customer button in the toolbar or select Properties via the right click context menu (or by double clicking on the customer icon) to update the properties of the selected customer.
Other Topics related to Customer