# Customers

## User guide

### Create new customer

  1. Open the `Customers` app by clicking on `Customers` in the left sidebar or go to [customers]().
  2. Click `+ Add Customer`.
  3. Fill in the required information, e.g. `Name`, `Customer ID`, `Internal identifier`, `TAX ID`, `VAT ID`, `Address` or `Tags`.
  4. Click `+ Add`.
   
### Add contact to existing customer

  1. Open the `Customers` app by clicking on `Customers` in the left sidebar or go to [customers]().
  2. Open the customer or go to URL similar to [customers/1]().
  3. Click `+ Add Contact`.
  4. Fill in the salutation and name.
  5. You may mark the contact as `primary` or provide tags like `CEO`, `IT Manager`, `Invoicing`.
  6. Click `+ Add Contact` to add email, phone number, website or links social network profiles.
  7. Fill in the contact (e.g., email).
  8. You may repeat steps 6 and 7 several times.
  9. Click `+ Add`.

### Schedule activity in the calendar

  1. Open the `Customers` app by clicking on `Customers` in the left sidebar or go to [customers]().
  2. Open the customer or go to URL similar to [customers/1]().
  3. Go to `Calendar` tab.
  4. Click on the empty time slot to create an event for that time.
  5. Fill in the required information
  6. Click `+ Add`.

### Customize look&feel of the list of customers

  1. Open the `Customers` app by clicking on `Customers` in the left sidebar or go to [customers]().
  2. Click `More options` in the header of the table.
  3. Click `Columns`.
  4. Customize the columns you want to see and their order.
  5. Click `Save`.

### Apply filters to the list of customers

  1. Open the `Customers` app by clicking on `Customers` in the left sidebar or go to [customers]().
  2. You have several options to apply filtering and search:
     1. On the left side of the list, click filters you want to apply.
     2. You may search by specific columns.
     3. Fulltext search is next to the `More options` button.

### Copy the list of customers to the clipboard

  1. Open the `Customers` app by clicking on `Customers` in the left sidebar or go to [customers]().
  2. Click `More options` in the header of the table.
  3. Click `Show as plain table`.
  4. You may now select the table and copy its contents to the clipboard.

### Import customers from CSV

  1. Open the `Customers` app by clicking on `Customers` in the left sidebar or go to [customers]().
  2. Click `More options` in the header of the table.
  3. Click `Import from CSV`.
  4. Prepare your CSV file based on the guidelines.
  5. Select & upload the CSV file.
  6. Review the analysis of the uploaded CSV file.
  7. Click `Run the import!`.
