Navigate Customer Module

Your customers are vital to your business. Managing customer information effectively helps you deliver the best service and build long-lasting relationships. IndusTrack’s Customer Module provides a single, integrated platform to organize, retrieve, and manage all your customer data, ensuring that everything you need is in one place.

Accessing the Customer Module

To start, navigate to Customer in the module header. If the header appears greyed out, your access may be restricted, or your company account may not have access to this module.

Active Clients Table: By default, the Customer Module opens to the Active Clients table, displaying profiles of all active customers. This page also lets you create or deactivate customer profiles as needed.

Using the Customer Tables

Columns in Customer Tables: Both Active and Inactive tables include 10 columns for quick reference:

• Number: External Customer ID.
• Company: Client’s business name.
• First / Last: Contact person’s name.
• Location: Primary service location.
• Phone: Contact person’s phone number.
• Mobile: Contact person’s mobile number.
• Email: Contact person’s email.
• Contracts: Service agreements or memberships.
• Tags: Tags linked to the customer for quick categorization.

Sorting and Searching for Customers

• Sort Customers: Click on any table header (e.g., Company or First/Last Name) to sort the list alphabetically by that column. This works in both tables.

Search Bar: Quickly locate a customer by typing in their Customer ID, Company Name, Contact Name, or Main Service Location. Click on a customer’s name to open and update their profile.

+ Add New Button

Used to create a new client profile.

More Actions: Access additional options, including:

• Create New Profile: Add a new customer profile.
• Manage Customer Groups: Opens the Customer Groups list for managing groups.
• Assign Tags: Select multiple customers to assign tags in bulk.
• Make Inactive: Bulk deactivate selected customers.
• View Duplicates: View and manage any duplicated customer profiles.
• Show Inactive Customers: Switch to the Inactive Customers list.

Manage Customer Groups

Clicking on the Manage Customer Groups will redirect you to the list of customer groups.

From this list, you will be able to Add a new customer group, edit an existing customer group, or delete an existing customer group.

• Filter Bar – Search for the Customer Group Name.
• Add New – Add a new Customer Group.
• Delete Group – Check the boxes in the Select Column and click on Delete beside the Add New button to Delete a Group. The Delete button will be greyed out if you do not select a group to delete.
• Three-Dot – Click on the Three-dot menu to Edit a Customer Group.

Show Inactive Customers List

When Clients are deactivated, their profiles are moved to the Inactive (Deactivated) Customers table.  To switch tables, click the More Actions button and select View the other table Show Inactive Customers.

After clicking on Show Inactive Customers, It will show you the Inactive Customers List.

To go back to the Active Customer List View, click on More Actions again and select Active Customers.

View Duplicates

Clicking on View Duplicates will redirect you to a list of all duplicated customers.

• View – This will open a new tab and show the customer profile.
• Make Inactive – This will make the duplicated customer inactive and remove them from the duplicated list.