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HortipriseKnowledge BaseCustomer Management System
Complete guide to managing customer relationships, contact information, and order history
Updated 2025-10-01
12 min read
Customer Management Overview
The Customer Management system in Hortiprise provides comprehensive tools for managing customer relationships, tracking order history, and maintaining detailed contact information.
Customer Database Features
Customer Information Management
- Contact Details: Store names, email addresses, phone numbers, and physical addresses
- Business Information: Track customer business details and requirements
- Order History: Complete timeline of all customer orders and transactions
- Payment History: Monitor payment patterns and outstanding balances
- Customer Analytics: Track total orders, total spent, and average order value
Customer List Management
Advanced Filtering and Search
- Search Functionality: Search by name, email, phone, or address
- Order Filter: Filter customers with orders vs. no orders
- Email Filter: Filter customers with or without email addresses
- Sorting Options: Sort by name, creation date, or order activity
- Pagination: Navigate through large customer lists efficiently
Customer Data Display
The customer table provides comprehensive information at a glance:
Contact Information
- Customer name and email address
- Phone number with call icon
- Physical address (truncated if long)
- Location pin indicator
Order Statistics
- Total orders with color-coded badges
- Number of quotes generated
- Total amount spent (₹ format)
- Average order value calculation
Timeline Information
- Customer creation date
- Last order date
- Account age tracking
- Activity indicators
Creator Information
- Who created the customer record
- Creator's name and email
- User accountability tracking
- Contact information for follow-up
Customer Actions
Available Actions
- View Details: Navigate to detailed customer profile page
- Edit Customer: Modify customer information and details
- View Orders: Quick access to all customer orders
- Add Customer: Create new customer records
- Refresh Data: Update customer list with latest information
Customer Form Features
When creating or editing customers, the system provides:
- Validation: Email format and phone number validation
- Required Fields: Ensures essential information is captured
- Auto-save: Prevents data loss during form completion
- Error Handling: Clear error messages for invalid data
Customer Analytics
Performance Metrics
- Badge System: Visual indicators for customer value (10+ orders: default, 5+ orders: secondary, less: outline)
- Spending Analysis: Track customer lifetime value and spending patterns
- Order Frequency: Monitor customer engagement and repeat business
- Contact Quality: Identify customers with complete vs. incomplete contact information
Integration Features
Customer management integrates seamlessly with other modules:
- Order Management: Direct navigation to customer orders
- Quote System: Track quotes generated for customers
- Communication: Email and contact integration
- Reporting: Customer analytics and business intelligence
Best Practices
Tips for Effective Customer Management
- Always capture complete contact information for better communication
- Use the search function to quickly locate specific customers
- Regularly review customers without orders for follow-up opportunities
- Monitor high-value customers (those with many orders) for VIP treatment
- Keep customer addresses updated for accurate delivery and billing