Keep customer details and order or listing context organized.
Where to Start
Open Customers after signing in to your workspace. Your role and workspace configuration determine the options you can use.
Recommended Workflow
- Open Customers and locate the intended person or business. Check the email address before creating a new record to avoid accidental duplicates.
- Review the contact and profile information available on the customer record.
- Use the linked order and listing history to understand the customer’s current work.
- Review portal and billing context in the relevant sections when preparing access or delivery.
If Something Does Not Look Right
Correct the intended customer record rather than changing an unrelated customer with a similar name. Include an order or listing reference when asking support about a record mismatch.
If you need assistance, use the Support page and include the page URL, expected result, and relevant record reference.