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Documentation Index

Fetch the complete documentation index at: https://help.mathership.com/llms.txt

Use this file to discover all available pages before exploring further.

Customer Management

Manage your customer base with a searchable customer list and the ability to add new customers.

Customer Overview

Your customer management page allows you to:
  • View your list of customers
  • Search for specific customers
  • Add new customers
  • View customer details

Accessing Customers

Navigate to Customers in the main menu to view and manage your customer list.

Customer List

The customer list displays all your registered customers. You can:
  • View customer names and companies
  • See contact information
  • Search for specific customers using the search bar
  • Click on a customer to view their details

Search Functionality

Use the search bar at the top of the customer list to quickly find specific customers by:
  • Company name
  • Customer name
  • Email address

Adding New Customers

Click the Add Customer button to open the customer creation form. The form guides you through several steps to register a new customer. See Adding Customers for detailed instructions.

Customer Information

Each customer record contains:

Company Information

  • Customer number
  • Business/company name

Contact Details

  • First name and last name
  • Email address
  • Phone number

Address

  • Street and house number
  • Postal code
  • City

Next Steps

Learn more about adding customers: