Customers
The customer master is the central directory of all customers with company, contact person, reachability, address and status – as a board by status or a searchable list.
Live preview — real view with sample data
M25 · Customers
| Company | Category | City | Owner |
|---|---|---|---|
| Bauer & Co. | Record 3 | Entry 2 | Entry 5 |
| Wolf Spedition | Item 4 | Record 3 | Record 6 |
| Roth Handel | Entry 5 | Item 4 | Item 7 |
| Meyer GmbH | Record 6 | Entry 5 | Entry 8 |
| Kraus Logistik | Item 7 | Record 6 | Record 9 |
Not a screenshot: the same interface you get in production.
What you do here
You create customers and maintain company, contact person, category and status as well as reachability (phone, mobile, email, website) and address. On the board you drag customers between Lead, Active and Inactive – the status saves instantly. Tap an entry for the detail view or use the action menu to set the status.
Status & category
Each customer has a status: Lead for not-yet-won contacts, Active for ongoing relationships and Inactive for dormant ones. The category is a free field for your own classification, e.g. by industry or segment. In the list you quickly find customers via search and the status filter.
Who sees what
Admin and dispatcher can create, edit, delete customers and set the status. Drivers see the customer master read-only and can view details but change nothing.
What's inside
- Customers
- Customer
- Edit customer
- Add customer
- Edit
- Delete
- Set status
- Assign owner
Fits together with
Other blocks from the same area.
Notifications
The notification center gathers all in-app notices in one place – unread first, marked as read with a single tap.
M21Blog
Here you run one or more blogs/channels for company news, sort posts into categories and publish them for internal and external communication.
M22Chat
Here you write and read messages with your team or individual colleagues.
M23Helpdesk
Here you handle support requests as tickets, from arrival via email, portal or chat through to resolution.