Customer Management System
Manage individual customers, their information, activities, and access permissions through Customers in the admin dashboard. This comprehensive system handles all aspects of customer lifecycle management.
Overview
The customer management system provides a comprehensive interface for managing individual customers and their associated data. Track activities, manage access permissions, and organize customer information efficiently.
👥 Comprehensive Profiles
Complete customer information with contact details and activity tracking.
📋 Multi-Tab Interface
Events, vehicles, access cards, and entries organized in dedicated tabs.
🔍 Advanced Search
Powerful filtering and search capabilities for efficient data management.
Customer List
The customer list provides a comprehensive view of all customers in the system with advanced search and filtering capabilities.
🔍 Search Functionality
Real-time search across customer names, emails, phone numbers, and other identifying information.
📋 Advanced Filtering
Filter customers by status, company, last visit date, access card status, and current facility presence.
📱 Responsive Design
Optimized interface for desktop, tablet, and mobile devices with appropriate layouts for each screen size.
Creating Customers
Follow this streamlined process to create new customer profiles in the system.
1 Access Customer List
Navigate to the customer management section and click on the "New Customer" button in the header area.
2 Fill Basic Information
Name & Email
Required fields for identification
Contact Details
Phone number and address information
Description
Optional notes about the customer
3 Assign Company
Optionally assign the customer to a company for organizational purposes and reporting.
4 Set Status
Choose whether the customer is active or inactive. Only active customers can access the facility.
5 Save Customer
Save the customer profile. You can then add additional information like vehicles and access cards.
Customer Information
Customer profiles contain comprehensive information organized into different sections.
📝 Basic Information
Name, email, phone, address, description, and status information.
🏢 Company Association
Link customers to companies for organizational and billing purposes.
📈 Activity Tracking
Creation date, last seen date, and activity timestamps.
🌐 Localization
Language preferences for customer communications and interface.
Customer Tabs
Customer profiles are organized into multiple tabs for better data management and navigation.
📅 Events Tab
📈 Event History
Complete timeline of customer events including entries, exits, payments, and system notifications.
🔍 Event Filtering
Filter events by type, date range, device, access card, tags, and zones for detailed analysis.
🚗 Vehicles Tab
🚙 Vehicle Management
Manage customer vehicles including plate numbers, brand, model, year, color, and tag associations.
📋 Vehicle Filtering
Filter vehicles by brand, model, color, year, and plate number for easy management.
💳 Access Cards Tab
🎫 Access Card Management
Manage customer access cards including static QR codes, usernames, validation periods, and access permissions.
🔒 Access Monitoring
Monitor card usage, track last visits, and manage expiration dates with advanced filtering options.
📋 Entries Tab
🗄 Entry History
Complete record of customer facility entries including timestamps, devices used, and payment information.
💰 Payment Tracking
Track payment status, transaction amounts, and financial activity related to facility usage.
Search & Filtering
The customer management system provides comprehensive search and filtering capabilities to help you find and organize customer data efficiently.
Main List Filters
Customer Status
Filter by active or inactive customers to manage access permissions.
Company Filter
Filter customers by their associated company for organizational management.
Last Visit
Filter by date range of last facility visits to identify active users.
Access Card Status
Filter by access card active/inactive status for security management.
Currently Inside
Filter customers currently present in the facility for real-time occupancy management.
Entry/Exit Dates
Filter by specific date ranges for entries and exits to analyze usage patterns.
Export Functionality
The customer management system provides comprehensive export capabilities for reporting and data analysis.
📈 Customer List Export
Export filtered customer lists with all applied filters preserved in the export data.
🖾 Tab-Specific Exports
Export data from individual tabs including events, vehicles, access cards, and entries with applied filters.
📄 Excel Format
All exports are generated in Excel format (.xlsx) for easy analysis in spreadsheet applications.
⚠️ Export Considerations
Large exports may take time to process. Exported files contain sensitive customer data and should be handled according to privacy regulations and company policies.
Permissions
Customer management features are controlled by a comprehensive permission system that determines user access to different functionalities.
👥 View Customers
Basic permission to view the customer list and access customer information.
➕ Add Customers
Permission to create new customer profiles in the system.
✏️ Edit Customers
Permission to modify existing customer information and settings.
❌ Delete Customers
Permission to remove customer profiles from the system.
📅 View Events
Permission to access the events tab and view customer activity history.
🚗 View Vehicles
Permission to access the vehicles tab and manage customer vehicles.
Best Practices
Follow these recommendations for optimal customer management and data organization.
1 Consistent Data Entry
Maintain consistent formatting for customer information including names, addresses, and contact details to ensure data quality and searchability.
2 Regular Data Review
Periodically review customer data for accuracy and update contact information to maintain effective communication channels.
3 Company Organization
Properly assign customers to companies for better organization and to facilitate company-based reporting and billing.
4 Status Management
Regularly review and update customer status to ensure only authorized individuals have active access to facilities.
Troubleshooting
Common issues and solutions for customer management operations.
