Purpose
The Customers area is for active accounts and long-term relationship management. Contacts are the people attached to each customer record.
What belongs here
- Company or account details.
- Primary and secondary contacts.
- Billing records, projects, contracts, and tickets.
- Portal permissions and shared account history.
Best practice
Keep the customer record as the single source of truth once the relationship is active. Do not split the same account across multiple incomplete records.