📋

Customer Form

BREVA GOODS

Username

Password

A newer version of this page is available.

Customer Form

New customer

Customer name

Phone number

10 digits — brackets, spaces and dashes are fine

Status

Notes

The name and number are fixed once saved. Notes can be changed any time.

My customers

0

Statuses

New status

Colour

Users

🔒 The name and number were set when this customer was created and cannot be changed. Ask an admin if something is wrong.

Customer name

Phone number

Status

Notes

🔐 Admin note

Private to admins — no agent can see this, including the one who added the customer.

Share this customer

They can read it and edit the notes. The name and number stay fixed.

Transfer this customer

Hands it over for good — not the same as sharing.

Transferring gives this customer to someone else outright. Whoever holds it now will no longer see it at all, and any sharing on it is cleared. Use Share instead if both of you should keep seeing it.

Display name

This is what colleagues see when a customer is shared.

New password

At least 6 characters. Write it down before saving.

Account is active