This article is intended for sales managers and representatives. If you do not see customer records , please ask your administrator for access or to add a template.
You use customer records if it is important for your business to keep customers separate. Typically, if you deliver multiple orders to one customer. If you have a customer = order scenario, consider a more straightforward approach and use only project organizer.
Your Central Customer Directory
Customer records serve as a central directory and record of your customers. It contains key information about each customer or client. It typically includes contact details, communication history, tasks, notes, documents, and business activities. You can then use the connection to individual customers in other records, such as contract management, project management and similar. You can search for customers and sort and filter them according to various criteria.
You use customer records to:
- manage and track customer relationships,
- keep all communication and documentation in one place,
- assign tasks to team members,
- support sales, customer service, and marketing.
Detailed contact information, additional information, and activities for each customer
- Contact and billing information
- Documents and attachments
- Meeting minutes with the customer
- History of activities and contacts with the customer
Customer Meeting Minutes or Notes
In the "Minutes" tab, you’ll find a complete history of meetings, calls, and other interactions with the customer—whether added by you or teammates who have access to customer records. All minutes are automatically linked to the customer.
How to add a customer meeting note
- Open the customer’s profile
- Go to the "Minutes" tab
- Save your note; it will be automatically linked to the customer so you can easily see what was discussed, when, where, and by whom.
How to Add a New Customer
Bulk Customer Import
- If you need to add many customers at once, you can import them from an Excel (XLS) file.
Adding Individual Customers
- To add a single customer, click the "Add Contact" button.
- Enter the customer details when prompted, and the system will create a new customer record.
- After that, the newly created customer's profile will open, and you can add any other necessary information.
How customer tracking in Aptien can help you
Centralized customer database
- A single, reliable source of customer information for your whole team
- Keep contact details, account notes, and meeting history in one place
Order and delivery management
- Track orders, fulfillment status, and delivery updates
Customer communication and collaboration
- Provides a central hub for all customer-related conversations and activities.
- Manage orders and handoffs as tasks to keep work moving
Customer incident management
- Streamlines issue reporting, quick resolution, and documentation
- Handle urgent customer issues, returns, and quality concerns