Introduction
Customers represent companies and individual contacts managed within Unatrix, offering comprehensive record-keeping to streamline client interactions and strengthen relationship management.
Adding a new company or contact
Companies and contacts can be added using the Add company or Add contact link in the toolbox.
Discover adding companies → Discover adding contacts →
Company and contact overview
Both the company view and the contact view provide complete customer information, divided into sections for easier navigation. The infobox displays all activities performed with the customers.
Discover company overview → Discover contact overview →
Searching for customers
Companies and contacts can quickly be found using the quick search on top of the screen. It provides fast access to customers and is available from anywhere within the application. The filter sections below offer various filter options for detailed searches within the customer database.
Discover searching for customers →
Customers list
The customers list displays all companies and contacts of the database. The results depend on the filter options used. More information can be previewed when mousing over specific data.
Customers actions
Customers can be managed through actions in the toolbox. Each action performed is logged in the infobox, providing a detailed overview of the activities carried out with customers over time.
GDPR
The GDPR feature helps complying with the regulation by managing the consents of customer contacts to store their data. It can be enabled through the settings by an admin.
