Customers

Customers are the foundation of Colo Workspace. All projects, invoices, contracts, and proposals are linked to a customer.

1. Viewing the Customer List

1. Click Customers in the left sidebar.
2. The customer list displays all customers in your workspace with their name, group, status, and creation date.
3. Use the search bar to find a customer by name.
4. Use the status filter dropdown to show only Active or Inactive customers.
5. Use the group filter to narrow by customer group.

2. Adding a New Customer

1. On the Customers page, click + Add Customer.
2. Fill in the required fields:
   • Company Name (required)
   • Email (required)
   • Phone
   • Website
   • Group — assign the customer to a group (e.g. VIP, Enterprise)
   • Currency — select the billing currency for this customer
   • Status — Active or Inactive
3. Optionally fill in Billing Address and Shipping Address.
4. Upload a Company Logo by clicking the logo placeholder.
5. Click Save.

3. Editing a Customer

1. In the customer list, click the customer's name or the Edit icon.
2. Update the required fields.
3. Click Save.

4. Deleting a Customer

Single delete:

1. Click the Delete (trash) icon next to the customer.
2. Confirm the deletion in the prompt.

Bulk delete:

1. Check the checkboxes next to multiple customers.
2. Click Delete Selected.
3. Confirm.

Warning: Deleting a customer also removes all related records (projects, invoices, etc.). This action cannot be undone.

5. Customer Detail Page

Click a customer's name to open their detail page. The detail page has several tabs:

Overview

• Company information, billing/shipping address, contact details.

Contacts

Manage multiple contacts associated with this customer.

Add a contact:

1. Click the Contacts tab.
2. Click + Add Contact.
3. Enter name, email, phone, and contact type.
4. Set login permissions (whether this contact can log into the client portal).
5. Click Save.

Edit a contact: Click the edit icon next to the contact row.

Delete a contact: Click the trash icon. Confirm deletion.

Projects

Lists all projects linked to this customer. Click a project name to open it.

Invoices

Lists all invoices for this customer with status and due dates.

Proposals

Lists all proposals sent to this customer.

Contracts

Lists all contracts linked to this customer.

Expenses

Lists all expenses logged against this customer.

Timesheets

Lists time logged on projects/tasks for this customer.

Files

Upload and manage files shared with this customer.

Upload a file:

1. Click the Files tab.
2. Click Upload File.
3. Select a file from your computer.
4. Toggle Visible to Client if you want the customer to see it in their portal.
5. Click Upload.

Statement

A chronological billing history showing invoices, payments, and outstanding balance for the customer.

6. Customer Groups

Groups let you segment customers (e.g. Enterprise, SMB, Retail).

To manage groups, go to Settings → Customer Groups.

Tips

• Assign a currency per customer so all their invoices are generated in the correct currency automatically.
• Use groups to filter customers quickly and run group-level reports.
• A customer's status (Active/Inactive) affects visibility in dropdowns throughout the system.