Customer Management
The Customers page is your central hub for managing customer records in Quilt Logger. It provides a searchable data table with expandable rows, customer statistics, and forms for creating and editing customer information.
Page Overview#
Customer Statistics#
At the top of the page, three stat cards provide quick insights:
- Total Customers: Total count with a subtitle showing how many have quilts
- Avg Quilts per Active Customer: Average quilts per customer with total quilt count
- Customer Value (Quilts): Total dollar value of all customer quilts with average per customer
Search#
The search bar lets you quickly find customers by name, email, phone number, location, or notes. Results update as you type.
Customer Data Table#
The table displays customer name, location, quilt count, email, phone, notes, and action buttons. Some columns are hidden on smaller screens for a cleaner mobile experience.
Expandable Quilt Rows#
Click any customer row with quilts to expand and view their quilt cards showing pattern, status, machine, location, price, and notes.
Action Buttons#
| Button | Function |
|---|---|
| Edit | Opens the Edit Customer modal |
| Send SMS | Opens your device's SMS app (subscription required) |
| Send Email | Opens your email client |
| Delete | Soft-deletes the customer |
Note: Deleted customers are removed from the list but not permanently destroyed, preserving historical data.
Adding & Editing Customers#
Click "New Customer" to open the Add Customer modal, or click the Edit icon on any row to update an existing customer.
Customer Fields#
| Field | Required | Notes |
|---|---|---|
| Name | Yes | Customer's full name |
| Pickup/Dropoff Location | No | Color-coded buttons matching your configured locations |
| No | Must be valid format if provided. Visibility controlled by Customer Settings | |
| Phone | No | Auto-formats as (XXX) XXX-XXXX. Visibility controlled by Customer Settings |
| SMS Consent | No | Appears when phone is provided. Only check if customer verbally agreed |
| Address | No | Street, city, state, ZIP, country. Visibility controlled by Customer Settings |
| Tags | No | Multi-select buttons for categorizing customers (e.g., VIP, Local) |
| Notes | No | Up to 500 characters for preferences or special instructions |
Both modals warn you if you attempt to close with unsaved changes.
Tip: Configure which optional fields appear in Services → Customers. Disable fields you don't need to simplify data entry.
Configuring Customer Fields & Tags#
Customer fields and tags are configured on the Services page under the Customers section.
- Toggle fields: Use the switch next to each field to enable/disable it in the Add/Edit modals
- Create tags: Type a tag name and click "Add Tag." Tags appear immediately in customer modals
- Delete tags: Click the X icon next to any tag to remove it from all customer records
Tag examples: VIP, Local, Wholesale, Repeat Customer, Referral
Tips & Best Practices#
- Consistent naming: Use a consistent name format (e.g., "First Last")
- Complete phone numbers: Enter full 10-digit numbers for proper formatting
- Use tags early: Set up your tag system before adding many customers
- Add notes: Record preferences and special instructions for future reference
- SMS consent: Only check the consent box if the customer explicitly agreed. The system records the consent date automatically
Related Documentation#
- Services Configuration: Configure customer fields, tags, and other services
- Quilt Tracking: Managing quilts linked to customers
- Communication System: SMS and email features
Last Updated: February 2026