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Navigate Customer Module

Download Navigate Customer Module PDF

Your customers are the heart of your business. The Customer Module in IndusTrack helps you store and manage all your customer information in one place—so it’s easy to find, update, and use when you need it.

How to Open the Customer Module

To open the Customer Module, click on Customer in the top menu.

Note: If the Customer tab is greyed out, you may not have access to this module. Contact your admin for help.

Active Customers Table

When you open the Customer Module, you’ll see the Active Clients list. This shows all your current customers. From here, you can:

  • View customer info
  • Add a new customer
  • Make a customer inactive (remove them from the active list)

What’s in the Customer Table

Each row in the customer table gives you a quick look at important customer info. The columns include:

  • Number – Customer ID
  • Company – Business name
  • First / Last – Contact person’s name
  • Location – Main service address
  • Phone – Work phone
  • Mobile – Cell phone
  • Email – Email address
  • Contracts – Agreements or memberships
  • Tags – Labels to help group customers

Sort & Search Customers

Sort: Click on any column header (like “Company” or “First Name”) to sort the list alphabetically.

Search: Use the search bar to find a customer by typing their ID, company name, contact name, or location.
Click on a name to open and update the customer’s profile.

Add a New Customer

Click the + Add New button to create a new customer profile.

Duplicate Customer Warning

If you try to create a customer with a company name that already exists, a warning message will appear.

  • Click Yes – The new customer will be created.
  • Click No – The customer will not be created.

More Actions Menu

Click More Actions (usually shown as three dots or a dropdown) to:

  • Add New Customer – Create a new customer
  • Manage Customer Groups – Edit or add customer groups
  • Assign Tags – Add tags to multiple customers at once
  • Make Inactive – Remove selected customers from the active list
  • View Duplicates – See if there are any duplicate customer profiles
  • Show Inactive Customers – View the list of inactive customers
  • Configure Columns

Managing Customer Groups

To manage customer groups:

  1. Click More Actions > Manage Customer Groups
  2. You’ll see a list of all customer groups

From here, you can:

  • Add New – Create a new group
  • Edit – Click the three-dot menu next to a group
  • Delete – Check the box next to a group and click Delete

Use the search bar to quickly find a group by name.

Viewing Inactive Customers

When a customer is made inactive, their profile moves to the Inactive Customers list.

To see them:

  1. Click More Actions
  2. Select Show Inactive Customers

Editing Estimate or Invoice for an Inactive Customer

If you try to edit an estimate or invoice for a customer marked as Inactive, a warning message will appear:

  • Click Yes – The estimate or invoice will be updated.
  • Click No – No changes will be made.

To go back to the active list:

  1. Click More Actions again
  2. Select Active Customers

Viewing Duplicates

To find duplicate customer profiles:

  1. Click More Actions > View Duplicates

From the list of duplicates, you can:

  • View – Open the customer profile
  • Make Inactive – Remove the duplicate by marking it as inactive

Configure Columns

Enable or disable columns as needed. Unchecked columns will be removed from the view. Click SAVE after making changes.