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Overview

The Customer Management module allows you to centralize all customer information including contact details, billing entities, and communication channels. This ensures accurate records for quotations, service delivery, and invoicing.

Customer Database

Search, filter, and view all customers with pagination support

Contact Information

Manage emails, phones, and WhatsApp numbers for each customer

Billing Entities

Handle multiple company names (razones sociales) per customer

Contact Origins

Track where leads came from (web forms, referrals, etc.)

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Creating a New Customer

1

Navigate to Customers

Go to the Customers section from the main navigation menu.
2

Click 'New Customer'

Start the customer creation form by clicking the “New Customer” button.
3

Enter Basic Information

Provide the customer’s name, legal name (optional), and tax ID (NIT).
Required fields
{
  "name": "Company Display Name",
  "legal_name": "Legal Company Name (Optional)",
  "tax_id": "12345678-9",
  "contact_origin": "WEB_FORM" // Default
}
4

Save and Add Details

After saving, you can add contact information and billing entities.

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Managing Contact Information

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Email Addresses

You can add multiple email addresses for each customer and specify their purpose:
  1. Navigate to the customer detail page
  2. Click “Add Email” in the Contact Information section
  3. Enter the email address
  4. Optionally mark it for invoicing
  5. Add contact name and role
  6. Add notes if needed
Lock/Unlock: Prevent accidental modification by locking important email addresses.
You can update the email, invoicing flag, or notes for any unlocked email address. Locked emails must be unlocked first before editing.

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Phone Numbers

Manage phone numbers with extension support and WhatsApp flags:
  1. Click “Add Phone” in the customer detail page
  2. Enter the phone number
  3. Add extension if applicable
  4. Mark if it’s a WhatsApp number
  5. Specify contact name and role
  6. Add notes
WhatsApp Integration: Marking a number as WhatsApp-enabled allows direct messaging through the platform.

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Billing Entities (Razones Sociales)

Customers can have multiple billing entities for different invoicing needs:
1

Access Company Names Section

In the customer detail page, navigate to the “Razones Sociales” tab.
2

Add New Billing Entity

Click “Add Company Name” and provide:
  • Legal name
  • Tax ID (NIT)
  • Billing email
  • Fiscal address
  • Billing address
3

Set Default (Optional)

Mark one billing entity as default for automatic selection in new quotations.
4

Activate/Deactivate

Toggle the active status to control which entities are available for use.
Only active billing entities appear in dropdowns when creating quotations or invoices.

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Searching and Filtering

The customer list supports:
  • Pagination: Navigate through large customer lists efficiently
  • Search: Find customers by name, tax ID, or contact information
  • Sorting: Order by name, creation date, or last update
Example API call
GET /api/customer/getCustomers?page=0&limit=10&search=Company

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Best Practices

Always verify the customer’s NIT before saving to avoid invoicing issues.
Use the “role” field to identify decision-makers and primary contacts.
Lock email addresses and phone numbers that shouldn’t be changed without authorization.
For customers with multiple divisions, create separate billing entities instead of duplicate customer records.

Service Requests

Create service requests for customers

Quotations

Generate quotations using customer billing entities

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