Customers
Track customer records and link customer requests to delivery work.
Customers
Customers gives workspace teams a lightweight CRM-style record for accounts you deliver work for — separate from internal team issues but linkable to requests and delivery.
Customers requires the customers workspace capability. If Customers is missing from the sidebar, ask a workspace admin to enable it under Settings → Features → Customers.
Where Customers appear
- Workspace sidebar Customers —
/customers - Customer detail —
/customers/{id} - Settings —
/settings/customer-requestsor/settings/features/customersfor workspace managers
Typical workflow
- Create a customer record with name and metadata your workspace uses.
- Associate requests or delivery objects when customer-facing work arrives.
- Filter portfolio and request views by customer when tracing account health.
Exact fields depend on workspace configuration — start from the Customers list and detail pages in your environment.
Permissions
Read and edit follow customer capability permissions assigned to your role. Workspace managers configure defaults and templates from customer settings.
Next
- Requests — intake that may reference customers
- Administration — enable features
- Projects — internal delivery linked from accepted work
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