Customer
Represents a company or individual that purchases goods or services.
The Customer business object represents an individual or organization that purchases your products or services. It provides a central place to store customer identity, contact information, addresses, and notes so every department works from the same up-to-date record.
Description
Use the Customer object to maintain a complete profile for every customer your business serves. It supports both business (B2B) and individual (B2C) customers and can be connected to invoices, projects, service requests, documents, and other business objects.
Included Fields
Customer
- Customer ID
- Customer Name
- Customer Type
- Status
- Logo
Contact
- Phone Number
- Website
Business
- Tax ID
Billing Address
- Street Address
- City
- Region / State
- Country
- Postal Code
Shipping Address
- Street Address
- City
- Region / State
- Country
- Postal Code
Other
- Notes
Common Uses
- Customer Management: Maintain a centralized customer database.
- Sales & Billing: Connect customers to invoices and orders.
- Customer History: Keep addresses and notes together.
Related Business Objects
Operations
Included Features
- Automatic Customer ID generation
- Customer status tracking
- Support for B2B and B2C customers
- Separate billing and shipping addresses
- Logo support
- Rich text notes