Customers

Start here

• Get started with Customers

Customer list

• Changing the language for customers
• Exporting data from the customer list
• Filters in the customer list
• How can I see which user types have access to customer data?
• How do I grant the customer contact access to CleanManager?
• Editing customers
• Deleting a customer
• Creating a customer

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Functions in the customer list

• Features in the customer list
• Attaching files and hyperlinks to a customer
• Creating locations
• Quick access to your customer's calendar
• How do I limit which products can be ordered for a customer?
• How can I access a customer's service agreement?
• How can I see which employees are connected to a customer?

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Notifications

• Filtering customer notifications
• Setting up customer notifications
• Managing customer notifications

Archive

• How do I restore a deleted customer?

Employees

• Functions related to workplaces
• How can I see my workplaces as an employee?

Synchronisation of customers

• Synchronization of customers