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Customers

Customers

A customer record holds both the business details and the portal account — one record, not two.

Every customer has one record, and everything about them — invoices, orders, tickets, portal access — hangs off it.

The customer number

Each record gets a sequential number the system generates (CU-1, CU-2, …) and never changes. When you refer to a customer in a note or to a colleague, that number is the unique handle — the name is not.

Person or company

The type decides which fields mean anything: a person has a ten-digit national ID; a company must have a company name, and its company registration number is a separate field.

This is not just a label — the form's validation changes with it.

The portal account lives here

If a customer signs in to the portal, their account state — active, invited, unverified — is shown on this same record. There is no separate list of portal accounts, and you should not go looking for one.

The practical consequence: nobody ever has two records, one as "a customer" and one as "a portal user".

An incomplete record is not necessarily a broken one

The admin's create form requires a name, a mobile number and a province. A customer who registered themselves in the portal, or arrived through an invitation, may have filled in none of them yet.

So a record carrying only an email or a phone number is not corrupt data — it is a customer who has not completed their profile.

The full profile is read from other modules

The full customer view has several tabs: finance, commerce, support and activity. None of that content is stored in this module — it is read from invoices, the store and support.

An empty tab therefore means one of two quite different things: that customer genuinely has no history there, or that module is not enabled on this install. Neither is an error.

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