Customers

The Customers list shows each customer's ID, name, email and website, with actions to open the record. Use the list search to find a person or site, then open the profile for services, finances, files and communication. Add Customer starts a new profile; your plan may limit the number you can add.

The list also offers Export Customers and Import Customers. Export produces a Climenos customer file; import expects a valid Climenos export file. The export can include customer records, portal users, available access passwords, services, payments, support data and logos. Treat it as sensitive business data, store it securely, and review the target site before importing. Use Edit to open a profile and Delete only after reviewing the customer's related records; deletion is a significant record change.

Keep one current record per customer and verify the email and website before enabling portal access or sending messages.

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Next: Add a customer and Customer profile.