Documentation Index

Fetch the complete documentation index at: https://docs.quiverstone.io/llms.txt

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

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Manage Customers

Track and manage your customers, their contact information, and business details in Quiverstone. Customers represent the business entities that own or are associated with organizations and accounts.

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Adding a Customer

Create a new customer record in Quiverstone.

1. Navigate to Customers and click Add Customer
2. Complete the 3-step wizard:

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Step 1: Customer Information

• Customer Name (required) - Business or customer name
• Industry - Business sector (e.g., Technology, Finance, Healthcare)
• Business Type - Select customer category:
  • Enterprise - Large enterprise customers
  • SMB - Small and medium business
  • Startup - Startup companies
  • Government - Government entities
  • Education - Educational institutions
  • Healthcare - Healthcare organizations
  • Other - Other business types
• Website - Customer website URL
• Status - Customer status:
  • Active - Current active customer
  • Inactive - Inactive customer
  • Prospect - Prospective customer
  • Former - Former customer

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Step 2: Contact Information

• Primary Email - Main contact email address
• Primary Phone - Main contact phone number
• Primary Contact - Name of primary point of contact
• Address - Customer business address:
  • Street address
  • City
  • State/Province
  • ZIP/Postal code
  • Country

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Step 3: Custom Attributes

Add any custom fields or notes specific to your business needs:

• Custom key-value attributes
• Internal notes and documentation
• Additional metadata

Click Create Customer to finish.

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Viewing Customers

Navigate to Customers > List to see all customers. The list shows:

• Customer Statistics by business type (Enterprise, SMB, Startup, Government, Education, Healthcare, Other)
• Search by customer name, website, contact email, phone, or point of contact
• Customer Details including:
  • Customer Name
  • Industry
  • Business Type
  • Website (clickable link)
  • Status (color-coded badge)
  • View and Edit actions

Click View to see full customer details including all contact information and custom attributes.

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Editing a Customer

1. Navigate to Customers > List
2. Click Edit next to the customer

You can update:

• All customer information fields
• Contact details and address
• Business type and status
• Custom attributes and notes

Click Save Changes when finished.

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Customer Statistics

The customer list displays interactive statistics cards:

• Click any statistic to filter customers by that business type
• Enterprise - Enterprise customers
• SMB - Small/medium business customers
• Startup - Startup customers
• Government - Government entity customers
• Education - Educational institution customers
• Healthcare - Healthcare organization customers
• Other - Other customer types

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Search and Filter

Search across multiple fields:

• Customer name
• Industry
• Business type
• Website
• Email
• Phone number
• Contact name

Filter by business type using the statistics cards. Combined: Search operates on filtered results for refined queries.

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Customer Status

Track customer lifecycle with status indicators:

• Active (Green) - Current active customer relationship
• Inactive (Red) - Customer not currently active
• Prospect (Blue) - Prospective customer in sales pipeline
• Former (Yellow) - Former customer

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Use Cases

For MSPs:

• Track all customer organizations and accounts
• Maintain customer contact information
• Document custom requirements per customer
• Link organizations to customer records

For Consultants:

• Manage project-based customer relationships
• Track engagement status (Active, Prospect, Former)
• Store customer-specific notes and requirements

For Enterprises:

• Track internal business units as “customers”
• Manage subsidiary or department information
• Maintain organizational hierarchy

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Best Practices

Naming:

• Use consistent naming conventions
• Include legal entity names when applicable
• Use clear, searchable names

Contact Information:

• Keep primary contact information current
• Update status when customer relationships change
• Use custom attributes for customer-specific details

Organization Linking:

• Associate organizations with customer records
• Use customer name in organization configurations
• Maintain consistent customer references

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Deleting Customers

To remove a customer:

1. Navigate to Customers > List > View
2. Click Delete Customer
3. Confirm deletion

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Next Steps

After adding customers:

1. Associate Organizations - Link AWS Organizations to customer records
2. Track Accounts - Associate accounts with customers
3. Maintain Information - Keep customer data current
4. Review Regularly - Audit customer status and contact info

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Support

For assistance with customer management:

• Contact Quiverstone support
• Review related documentation for organizations and accounts