Managing your customers
The Customers page is your address book of recipients and senders. Saving customers speeds up order creation and gives you a per-customer delivery history.
The customer list
Open the Customers page to see everyone you've delivered to, with their contact details and address. Use search to find a customer by name or phone.
Customers are created automatically from new orders (while Auto-create customers from recipient data is on in settings), or you can add them manually ahead of time. Each customer gets a unique customer number for easy reference.
Linking a customer to an order
Each customer stores a contact phone, email and address. When you create an order, search for the customer by name, phone, or customer number to link it.
Customer history
Open a customer to see their full order history and activity timeline: every order, status change, and delivery tied to that customer in one place.
This is useful for support calls — when a recipient asks about a delivery, you can see their entire relationship with your operation at a glance.
Customer data belongs to your company only. Eltaman isolates every company's data at the database layer, so no other tenant can ever see your customers.
Next steps
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