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Documentation sections
Business Management

Customer Book

What this screen is for

The business's own list of its customers. It is not a view of the app's accounts: the name here is the name the business gave that person, and there may be no account behind the record at all — somebody who phoned or walked in can be typed in by hand.

When you would use this

An owner opens this screen to look up a customer's number, correct a name that was written down wrong, or remove somebody who no longer comes.

Who sees it

Only the user matching the owner field on the business document. The book is closed to staff: a staff record carries no account id, so the rules layer has no notion of a staff member at all.

Where it lives

A screen in the mobile app only; the web panel has no counterpart yet.

What you can do here

Add an entry by hand

The button at the bottom right opens an empty form. A phone number is optional; when one is given it is checked against the chosen country's number length, and a number that is too short or too long is not saved.

Search name and number at once

The search box looks at both fields, and finds a number typed without its spaces or brackets. Letters are compared the Turkish way, so a dotted and a dotless i are never confused with one another.

Edit an entry

Tapping a row opens the same form filled in with what is stored; name, number and note can all be changed.

Delete an entry

The icon at the end of a row asks for confirmation first. The list is live, so the row disappears the moment the deletion lands on the server — if it fails, a message says so instead.

Message a customer who has an account

Where there is a real account behind the entry, a message icon appears on the row and opens the thread with that customer — the existing one when they have written before, an empty one when they have not. A hand-entered record has no icon: there is no account to receive the message.

Show a nameless entry by its number

An entry saved without a name is titled with its number, so no row ever looks blank in the list.

What the server accepts and refuses

The same number cannot enter the book twice

If a number typed into a new entry is already in the book, no second record is created; the existing one opens instead, because in that situation the person being looked for is usually already there. Entries with no number are outside this check — there is nothing to compare.

If a customer deletes their account the record stays, their identity does not

When a customer deletes their account the row is not removed — it is the business's own history and appointments hang off it — but the name, the number and the number's search key are cleared. The note stays: it is the business's own sentence about its own customer.