What a customer record is
A buyer company: name, contact, address, payment terms, linked orders, and portal invite status.
Related surface | Difference |
|---|---|
Buyer login (separate from staff sign-in) | |
Suppliers you buy blanks/materials from | |
Wholesale price APIs (Pro+) — not CRM |
Open the list
Sign in as staff.
Open Customers (often under People / Administration).
Search by company, email, or contact; filter by type or active/inactive.
Invite portal access from the customer record only when you’re ready for that buyer to see quotes and proofs.