Managing Customers
Add, edit, and organize your customer accounts in Caska, including contact details, addresses, discounts, and engagement tracking.
The Customers module is your account directory. Each customer record holds contact details, billing and shipping addresses, engagement status, order history, and any custom fields you've set up.
Adding a customer
Go to Customers
Click Customers in the main navigation.
Click +New
This opens the customer creation form.
Fill in the customer details
- Company name (required) - Parent Company (this will append to a customer's name eg. Parent Company - Customer Name) - Contact name, email, phone - Billing and shipping addresses - Discount (applied automatically to orders for this customer) - Terms - Checkbox, Wether to send follow-up emails
- Checkbox, if the customer is active
Save
Click Save to create the record.
Editing a customer
Click any customer in the list to open their detail page. From there you can edit any field and view their full order history.
Searching and sorting
Use the search bar at the top of the list to find by name or contact info. Sort by engagement status or any other column using the column controls.
Deleting a customer
Open a customer's record and use the delete option at the bottom of the edit form.
Deleting a customer does not remove their historical orders. Customer names are stored on order records at the time of creation, so order history is preserved.
Parent companies
If a customer belongs to a larger organization, you can set a Parent Company. This links the customer to a parent account and is visible in order records and dropdowns.