> ## Documentation Index
> Fetch the complete documentation index at: https://docs.strikepoint.tech/llms.txt
> Use this file to discover all available pages before exploring further.

# Customers

> Use the customer directory to search customer records, create new customers, review contact information, and jump into related engagements.

export function PermissionRequired({label = "Permission required", children}) {
  return <Callout type="warning">
      <strong>{label}:</strong> {children}
    </Callout>;
}

# Customers

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

## Who can use this area

<PermissionRequired>
  You need customer-detail visibility to open the customer directory or a customer detail page.
</PermissionRequired>

Creating a customer requires separate create-customer access.

<PermissionRequired label="Permission required for create">
  You need customer-creation access to open **Create Customer**.
</PermissionRequired>

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

## 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.

## 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.

## 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

## 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

## Manage points of contact

<PermissionRequired>
  Adding or removing customer points of contact requires customer-edit permission.
</PermissionRequired>

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

## Related routes covered by this guide

* `/dashboard/customers`
* `/dashboard/customers/create-customer`
* `/dashboard/customers/[customerId]`
* `/dashboard/customers/[customerId]/edit`

## Related guides

* [Engagements](/dashboard/engagements)
* [Create and run an engagement](/workflows/create-and-run-an-engagement)