View customers
Find customers in the Phasio Customers dashboard, search by name, and review each customer's requests, quotes, orders and project history in one place.
As your business grows, so does your customer base. Phasio’s platform helps you manage all customers from a central dashboard — making it easy to track requests, quotes, orders, and project history over time.
This guide explains how to access and review customer information.
Customer list
To access your customer list, go to Customers tab from the main sidebar.
From this view, you can search by customer name and view key details at a glance:
- Customer Name: Displays the customer's first name, last name.
- Company: Displays the organization’s name.
- Email: Displays the customer’s email address.
- Phone: Displays the customer’s phone number.
Open a customer's details
Click a customer's name to open their Details page. From there you can:
- Edit their details — addresses, tax information and contacts. See Edit customer details.
- Build their catalog — parts they reorder often, with predefined specifications. See Edit customer specific catalog.
- Set their pricing — custom pricing that stays consistent across repeat orders. See Edit customer specific pricing.
- Store metadata — your own key-value data, such as an ERP customer number. See Customer organisation metadata.
Add a customer
To add a customer yourself, follow the steps in Edit customer details. Customers can also create their own account when they check out on your Storefront. See Manage customer access.
Related guides
- Create a new project — group a customer's quotes and orders.
- Create and manage discounts
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