Manage customers
This article explains how to efficiently manage, add, edit, and resolve duplicates for customer records in Climapulse’s platform.
To manage your customers, start from the Customers menu, where you'll find an overview of all your customers. You can add customers individually or import them as soon as you get started.
To help you get started, we’ll explain how you can add a customer yourself below.
Add a customer
Click the New button and enter the required fields. Most fields are self-explanatory, but a few may need some additional clarification:
- Internal name: this is an alias for the customer and a helpful tool for your team. Think of the name of a franchise or a former company name that’s still commonly used.
- Customer number: here you can enter the number assigned to the customer in your billing or ERP system. This number does not need to be unique.
- Region: essential for applying the correct regulations
- Language: the customer’s preferred language for documents and certificates. These are by default generated in the technician’s language.
Click Save to add the customer.
Edit customer details
To edit a customer, click the pencil icon in the list view or open the customer’s details and click the pencil icon there. You can modify all information, just as when adding a new customer.
Assign a label to a customer
Using labels allows you to tag customers. This can be based on a status, characteristic, or any other aspect that requires attention.
View customer details
Whether you want to view recent jobs completed for the customer or see a list of all their installations, you can easily access this information via the additional options for the customer, indicated by ….
Click the button to open a context menu, which allows you to go directly to the list of installations, locations, or jobs for that customer.
Delete customers
This should be an exception, typically due to duplicate customer records. Click the trash can icon next to the customer and confirm your choice to permanently delete the customer.
Customers cannot be deleted as long as there are installations and jobs linked to them.
Resolving duplicates
What should you do if a customer has been added multiple times?
- Select the correct customer record.
Typically, this is the version of the customer with the most installations and/or jobs. You can easily identify this by choosing the additional options … for the customer and then selecting Installations or Assignments in the context menu. - Mark the incorrect customer records.
For example, explicitly add “ERROR” to their name so you can quickly distinguish them. - Add any missing locations to the correct customer record.
There may be additional addresses added to the incorrect records that don’t yet exist in the correct record. Add those locations to the correct record using the Locations option for the customer. - Update the location of installations linked to the incorrect customer records.
Retrieve the list of installations for the incorrect customer record and update each installation’s location from the incorrect customer record to the corresponding location in the correct customer record.
Avoiding duplicates
To prevent duplicates, you can apply the following tips:
- Encourage every user to first search the system or ask around before adding a new customer. Are you wondering if a customer you’ve been working with for years isn’t already in the system?
- Use the Internal name field to include alternative names for the customer, making them easier to find in search results.
1 If you have an existing list of customers, that list can be imported. Contact us for details.