The Customer Directory stores customer and contact records connected to Local Growth activity.
Contacts can originate from Bookings, Coupon activity, Feedback, Lead Forms, or manual entry.
Open a Business workspace and select the Customers tab to review contacts associated with that Business.
The Business-scoped directory keeps the current Business selected automatically.
Select Add customer to create a manual contact.
The Customer form includes:
Use the Note field for useful operational information such as customer preferences, source context, or follow-up information.
Do not store unnecessary sensitive information in general-purpose Notes.
The Customer interface identifies common uses such as:
Use Search to locate Customers by Name, Phone, or Email.
When viewing Customers across multiple Businesses, use the Business filter to narrow results.
The desktop Customer Directory can display:
Contacts captured by Local Growth campaigns can also appear in the Customer Directory.
The Source and Source Campaign information can help explain how the Customer entered the system.
Select the Edit action for a Customer, update the available contact details or Note, and select Save changes.
Select Delete when a Customer record truly needs to be removed from the directory.
The interface asks for confirmation because the contact will be removed from the Customer Directory.
Use the 10, 25, or 50 per-page selector and Previous/Next controls to navigate larger Customer directories.