In Ressio, managing customer information is simple and organized. Whether you’re adding a new client or updating an existing one, the system is designed to help you maintain clean, searchable records.
Table of contents
- Navigating to the customer page
- Adding a new customer to a project
- Adding an existing customer to a project
- Tips & tricks
Navigating to the Customers Page
To begin managing customer records:
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Open the main menu on the left-hand side of your screen.
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Click on the Customers page to open the customer management area.
Adding a New Customer
To create a new customer account:
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Click the New Customer button.
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Fill out the required information for the customer account.
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After entering the information, click Save or Create.
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You can add multiple contacts under the same account.
🧾 What is a Customer Account?
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Think of a customer account like a household or family.
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Within each account, you’ll add individual contacts (people).
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Example: You create a customer account for The Smiths, and then add Andy Smith and his spouse as contacts.
Managing Existing Customers
To update or manage a customer:
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Use the search bar or scroll through the list to locate the customer.
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Click on the relevant customer card to open their details.
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You can:
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Click pencil icon to update the overall family (account) record.
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Click the pencil icon next to any contact to update their individual details.
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✅ Tips
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Keep customer records up to date by regularly reviewing contact info.
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Use clear household names and individual contact names for better organization.
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You can link customers to projects and give them project access when needed.