Adding and managing customers

Every lead, loan application, policy, document and invoice in BizDue hangs off a customer. Keeping one clean record per person avoids duplicates and puts their whole history on one page.

Add a customer

1. Open Customers in the sidebar.
2. Click Add New Customer.
3. Fill in the name, Phone Number and email. Add Company Name, Occupation and Address if you have them.
4. If your organization works with agents, choose the Assigned Agent.
5. Click Save.

Tip: Search the customer list by phone number before adding someone. Most duplicates come from the same person being added twice with a slightly different name.

Open a customer's page

Click a customer's name in the list. Their page collects everything linked to them, depending on the modules your organization uses:

• Documents uploaded for them
• Loan applications
• Insurance policies
• Invoices, GST registrations and tax returns

Edit or delete a customer

• Click Edit on the customer page or in the list to change their details.
• Delete is available only to roles with the delete customers permission. Records linked to the customer may stop a delete; close or move them first.

Customers created automatically

When a loan lead is converted into an application, BizDue creates the customer record for you from the lead's details, so you don't type them twice.