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Customer database

The Customer Database is a central register of all the customers your organization can add and manage in Emma CMS. It gives you an overview of your customers and makes it easy to keep customer information organized.

Before you start: Check your access
To make changes in the Customer Database, you need the appropriate permissions. If you don’t have access, ask a Boss user to grant it before you continue.

You find customer database in the top menu.


Customer database:

Changes are permanent
Any changes you make to a customer in the Customer Database are permanent, including deleting a customer. Make sure you are certain about the change before proceeding.

To make changes to a customer in the Customer Database, you first need to unlock it by clicking the lock icon: 

It's always locked by default.

Now you're able to do changes

After a change, always remember to press Save.

 

Useful links:

How to delete a customer from the customer database