™Customers
The people and organisations you work with, under whatever word you use.
Customers is the list of the people you work with: clients, donors, students, guests. Each record holds their details, the projects and invoices linked to them, notes and files.
Add a customer
- Open Customers and press New.
- Name and email are enough; phone, company, role and notes are optional.
- Press Save. The record page opens.
On a customer's page
- Their details, which you can edit in place.
- The projects, invoices and bookings linked to them.
- Any details you added to Customers under Manage Objects.
- Comments with @mentions, and the activity trail.
Find and tidy
- Search by name, email, company or phone from the top of the list.
- Select several and delete them together (owners and admins).
- If the same person is entered twice, Trig offers to merge them; you choose which details win.
- Deleting a customer can be undone from What changed; its links and details come back with it.
Tip:A customer who books through your booking page or fills in a landing-page form is added or matched here by email, so you never type them in twice.
Did this answer it? If not, write to support@trigig.com or open Help inside your workspace. A person replies within one business day.