#Customers, Contacts & Emails

Customers, contacts, and emails are three tightly linked modules — the customer is the entity, contacts are the people you communicate with, and emails are the communication records. This chapter covers all three together.

#Customer Management

Navigate to the Customers page from the top menu. It contains two tabs: Customer List and Customer Merge Tool.

#Customer List

Filter buttons above the list:

Filter	Description
All	All customers
Active	Active customers
Potential	Potential customers, not yet closed
Dormant	Dormant customers, no interaction for a long time
Key Accounts	Key accounts / major customers
New This Month	Added this month

Key columns:

• AI Health Score: Ring progress bar 0–100 (🟢 70–100 Healthy / 🟡 40–69 Warning / 🔴 0–39 Critical)
• Last Activity: Relative time + color coding — the longer since last contact, the darker the color

#Customer Detail

Click a customer name to open the detail popup, which contains 3 tabs:

Tab	Content
Details	Customer profile, stat cards, contacts, opportunities, comments
Emails	All emails with this customer's contacts, 5 AI buttons
Change History	Field-level audit log

The Details tab uses a left 2/3 + right 1/3 two-column layout:

• Left column: Customer avatar (color-coded by tier: Normal=gray, Important=amber, VIP=gold), 4-column summary (tier/size/region/type), stat cards (total closed amount / active opportunities / interactions this month, real-time API queries), contact list, opportunity list, comment section
• Right column: AI smart profile (AI tags, health score ring chart, churn risk, best contact time, communication strategy)

#AI Health Score

The health score is automatically calculated across these dimensions: interaction frequency, opportunity activity, order status, and contact coverage.

Recommended usage:

1. Open the customer list daily and sort by health score
2. Prioritize red (Critical) customers — they may be churning
3. Yellow (Warning) customers — schedule lightweight follow-ups
4. Green (Healthy) customers — maintain normal cadence

#Customer Merge

When duplicate customer records appear, use the merge tool to clean up:

1. Initiate merge: Select multiple customers in the customer list → click the "Customer Merge" button
2. Enter the merge tool: Switch to the second tab to view the merge request list (Pending / Merged / Cancelled)
3. Execute merge: Select the master record → compare field differences side by side → preview → confirm. A backend workflow automatically migrates all related data (opportunities, contacts, activities, comments, orders, quotations, sharing) and deactivates the merged customer

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#Contact Management

Navigate to the Settings → Contacts page from the top menu.

#Contact Information

Field	Description
Name	Contact name
Company	Associated company (linked to customer record)
Email	Email address (used for automatic email association)
Phone	Phone number
Role	Role tag
Level	Contact level
Primary Contact	Whether this is the customer's primary contact

#Role Tags

Role	Meaning
Decision Maker	Decision maker
Influencer	Influencer
Technical	Technical lead
Procurement	Procurement lead

#Sending Emails from a Contact

Open the contact detail page. Similar to other data management views, it includes tabs for details, emails, field records, etc.

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#Email & CRM Integration

Emails are automatically linked to customers, contacts, and opportunities:

• Customer detail "Emails" tab → all emails with that customer's contacts
• Contact detail → the contact's complete email history
• Opportunity detail → related communication records

The association is done through views, automatically matching based on the contact's email address.

#AI Email Assistance

The email page provides 6 AI-assisted scenarios:

Scenario	Function
Proposal Draft	AI generates a proposal email based on customer and opportunity context
Follow-up Email	AI generates a follow-up email with the appropriate tone
Email Analysis	AI analyzes email sentiment and key points
Email Summary	AI generates a summary of the email thread
Customer Context	AI compiles the customer's background information
Executive Briefing	AI extracts key information from the email thread to generate a briefing

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#Activity Log

Navigate to the Settings → Activities page from the top menu. This is the central log for all customer interactions.

Activity Type	Description
Meeting	Meeting
Call	Phone call
Email	Email
Visit	On-site visit
Note	Note
Task	Task

Activity records also appear in the calendar view on the Overview dashboard.

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#Related Pages

• CRM User Guide
• Lead Management — Leads automatically create customers and contacts upon conversion
• Opportunity Management — Opportunities linked to customers
• AI Employees