Create and Manage Customers

Use this workflow to create a customer that is ready for invoices and team follow-up. Then keep the record accurate as the relationship changes.

Before You Start

• Select the correct team. Eigenn isolates customer data by team.
• Confirm that you are an Owner or Member. Viewers cannot save changes.
• Search Customers for the name and email to avoid a duplicate.
• Gather the primary contact, invoice recipient, billing address, tax identifier, and any lifecycle tag that your team uses.

1. Check for a Customer That Exists

1. Open Customers.
2. Select All.
3. Clear any active tag or country filters.
4. Search the company name.
5. Repeat with the primary email and contact name if needed.
6. Open the likely matches.
7. Compare their invoices, notes, and address.

Eigenn permits duplicate names and emails. If the correct record exists, edit it. Do not create another customer.

2. Open the Customer Form

Select Create customer from the customer header or empty state.

You can also create a customer from the customer selector in an invoice. In that flow, Eigenn returns to the invoice and selects the new customer after a successful save.

3. Enter the Necessary Identity

Under General:

1. Enter a customer name with at least two characters.
2. Enter a valid primary email.
3. Add a billing email when invoice messages must also go to a finance mailbox.
4. Add the contact person's name.
5. Add the phone and website when useful.

The primary email is still necessary even when a billing email is present.

When the primary email uses a company domain and the website is blank, the form fills the website with that domain. The form does not use a personal-mail domain such as Gmail or Outlook for this suggestion.

4. Add Billing Details

Expand Details.

1. Search for the customer's address, or enter the address manually.
2. Confirm Address Line 1 and optional Address Line 2.
3. Select the country.
4. Check its country code.
5. Enter the city, state or province, and postal code.
6. Add the tax ID or VAT number.
7. Select the tags that organize the customer.
8. Add a general internal note when the relationship needs persistent context.

The address search fills available fields. It does not replace your review. Confirm the country and postal details before invoicing.

5. Create the Customer

1. Check the name and both email fields.
2. Confirm the address and tax data that will support invoice creation.
3. Select Create.
4. Wait for the form to close.

The create button stays unavailable until the necessary fields are valid and you change the form.

6. Confirm the Record

Return to Customers and check:

• the customer appears in All
• the name, contact, email, location, and phone are correct
• the tag chips are present
• Invoices, Projects, Revenue, and Outstanding show - or zero for a new customer
• Customer Since shows the recent creation

Open the full customer page. Then check the contact and address details in the right panel.

If you created the customer from an invoice, confirm that the invoice now shows the correct customer. Do this before you add line items or deliver the invoice.

7. Add Team Context

Open the full customer record.

Add a note

1. Select Notes.
2. Enter the decision or relationship context.
3. Select Save note.
4. Confirm the author and timestamp.

Add a task

1. Select Tasks.
2. Enter the necessary title.
3. Add an optional description and due date.
4. Select Add task.
5. Advance it through To do, In progress, and Done as work progresses.

Add files

1. Select Files.
2. Drag files into the upload area or choose them from your device.
3. Wait for upload progress to finish.
4. Confirm each file appears and opens.

Notes and tasks delete immediately from their lists. Customer files ask for confirmation before deletion.

8. Create Related Work

From the customer record or row action menu:

• choose Create Invoice to start an invoice with the customer preselected
• choose Chase overdue to open overdue invoices for this customer
• use the invoice count to open all customer invoices
• use the project count to open related Tracker projects

Do not use Add to List as an action for organization yet. At this time, it shows a beta notice. It does not create list membership.

9. Edit a Customer

1. Open the customer.
2. Select Edit.
3. Correct the necessary and optional fields.
4. Add or remove tags.
5. Select Update.
6. Reopen the record.
7. Confirm the saved values.

An edit to a customer does not retroactively change a finalized invoice. Correct the invoice separately when the customer information that it shows is wrong.

10. Update Many Customers

From the customer table:

1. Select the customer checkboxes.
2. Use Tags to add or remove a shared tag.
3. Use the country selector to replace country and country code.
4. Clear the selection when you finish.

The bulk Status menu is not functional. It reports zero updates and does not store Active, Inactive, or Archived. Use a lifecycle tag instead.

11. Delete Only After Review

Before deletion:

1. Open the full customer record.
2. Check the invoices, notes, tasks, files, and projects.
3. Download any customer file that you must keep.
4. Move the necessary relationship context to a record that you keep.
5. Confirm that you accept a cleared customer link on the invoices that exist.

Select Delete from the full record and confirm the prompt.

Do not use row-menu deletion for planned cleanup. It runs immediately without a confirmation dialog. Bulk deletion has a confirmation step. You must still examine the record first.

Verification Checklist

• The customer is in the correct team.
• Primary and billing emails have the intended purposes.
• Address and tax details are invoice-ready.
• Tags match the team's convention for operations.
• Notes and tasks name the next owner and action.
• You checked the financial signals against the invoice status.
• No duplicate customer splits the history.
• You examined any deletion from the full record first.

Troubleshoot

Create or Update is not available

Make a change, enter a name of at least two characters, and correct the primary or billing email error. The form needs a valid dirty state before submission.

The customer does not appear after creation

Select All, clear search and filters, and confirm the active team. Scroll to load more results if the team has a large ledger.

The country filter cannot find the customer

Edit the record and reselect its country so that Eigenn saves the display name and the code together. Until then, clear the country filter and search by name.

The website link opens the wrong place

Copy the displayed domain and open it directly. The form removes the protocol when it saves. This can affect link behavior.

A duplicate already exists

There is no merge action. Choose the customer to keep. Reproduce the necessary notes, tasks, tags, files, and relationships there. Then examine the duplicate's invoices before you delete it.

A status change did not stick

Customer status is not implemented. Apply a team-approved lifecycle tag and record the reason in a note.

Related Pages

• Customers
• Customer Records
• Customer Lifecycle
• Review a Customer Finance Record
• Create and Send Invoices