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Customers

Use Customers when you need customer context, customer points of contact, or a list of engagements tied to a specific customer.

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Who can use this area

Creating a customer requires separate create-customer access. The list page and detail page are separate concerns:
  • Customer list helps you find the right record
  • Customer details shows core information, points of contact, and linked engagements

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What you can do on the customer list

On Customers, you can:
  • search by customer name
  • page through the directory
  • review customer contact counts and engagement counts
  • open a customer detail page
  • create a new customer if your role allows it
If your role also allows customer editing or archiving, the list can expose additional actions through the customer list controls.

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Create a customer

Open Create Customer at /dashboard/customers/create-customer to add a new customer record. The form collects:
  • customer name and short name
  • primary point of contact (name, email, phone number, title)
After a successful create, Strikepoint opens the new customer detail page so you can add more contacts or start an engagement.

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Edit or archive a customer

Customer detail and list controls support editing and archiving — not hard deletion.
  • Use /dashboard/customers/[customerId]/edit to update the customer name and short name
  • Use Archive when a customer record should leave the active directory without destroying historical engagement links

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What you can do on a customer detail page

The customer detail page brings together three things:
  • Basic information such as name, short name, and owning organization
  • Points of contact with email, phone number, and title
  • Engagement history with direct links into linked engagements

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Manage points of contact

If you have edit access, use the customer detail page to:
  • open the Add POC dialog
  • enter the contact name, email, phone number, and title
  • remove an outdated contact from the same page
  • /dashboard/customers
  • /dashboard/customers/create-customer
  • /dashboard/customers/[customerId]
  • /dashboard/customers/[customerId]/edit