Customers are the companies or organisations you work with. Contacts are the people linked to those customer records.
Recommended structure
- Create one customer record per company.
- Add each person as a contact under the correct customer.
- Use contact permissions to control what each person can see in the client portal.
- Keep billing contacts and project contacts clearly separated where possible.
Useful details to maintain
- Business address, billing address, phone number, website, and account owner.
- Contact email addresses, roles, and portal permissions.
- Notes, files, invoices, projects, contracts, and support tickets linked to the customer.
Why clean records matter
- Invoices, proposals, projects, tickets, and reports depend on accurate customer data.
- Good customer records reduce duplicate work when staff change or customers ask questions.
Good to know: Avoid creating duplicate customer records for the same business unless there is a clear reason.