#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:

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:

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

#Role Tags

#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:

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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 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