The Customers section is a merged view of the people who appear on your events and quotes, plus any saved customer profile that matches them. It is not a separate standalone database of customers.
Viewing Customers
Open Customers from the sidebar. The main list is organized by the customer’s name and shows the most useful contact details at a glance.
You may see:
- name
- phone
- address or service location
- last event date
Searching Customers
Use the search bar to look up customers by name, business name, email, phone, or address.
Customer Detail View
Open any customer to see their full record:
- contact information
- event history tied to that customer
- private profile notes that staff have entered on the saved customer profile
This view is useful for:
- checking a returning customer’s history before a new booking
- finding contact details quickly
- reviewing notes from earlier jobs
Sending a Direct Email
From the customer detail view, click Send Email to send a simple free-form message to the customer.
How the List Is Built
Apex builds the directory from current event rows and quote rows, then merges in any saved customer profile that lines up with the same person. Matching works best when the name, email, or phone number stays consistent.
That means:
- event and quote records are the source material for the directory
- a saved profile can add or preserve extra details
- the same customer can stay visible even if a saved profile exists after some older event or quote rows are deleted
Gotchas
- Customers are merged, not manually created. There is no separate “add customer” workflow for the main directory.
- Different details can split a record. If the name, email, or phone changes too much, Apex may treat it as a different customer.
- Deleting the last event or quote row can remove a directory entry. If no saved profile still matches, the customer will no longer appear in the merged view.
- The saved profile is still editable. Updating the saved profile changes the profile record, but the original event and quote rows remain the history behind the directory.