> ## 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.

# Manage Customers

> Track the business entities behind your AWS Organizations and Accounts

# 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.

## Adding a Customer

Create a new customer record in Quiverstone.

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

### 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

### 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

### 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.

## 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.

## 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.

## 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

## 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.

## 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

## 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

## 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

## Deleting Customers

To remove a customer:

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

<Warning>
  Deleting a customer does not delete associated organizations or accounts. Update those separately if needed.
</Warning>

## 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

## Support

For assistance with customer management:

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