Customer settings

Customer settings

The customer settings feature allows you to manage the list of customers associated with your designs. Customers are used to organize designs and make it easier to locate designs for repeat orders or ongoing work. Customer values are shared across the organization and can be managed directly within Library.

View & manage customers

To manage customers:
  1. Open a design in My Designs.
  2. Open the Design Information pane.
  3. Select the Customer field. A list of available customers is displayed.

Add or edit customers

You can maintain the customer list while working with designs.
  1. Add a customer by entering a new name in the Customer field.

  2. Edit a customer to update its name.
New or updated customers become available across the organization.

Disable customers

You can disable customers that are no longer in use.
  1. Disabled customers remain associated with existing designs.

  2. They are no longer available for selection when creating or updating designs.

Use customers in Library

Customers are used to:
  1. Organize designs by client.
  2. Locate designs for repeat work.
  3. Filter designs in the Library.
Assigning the correct customer helps improve organization and efficiency.
  1. Decoration area
  2. Design status
  3. Apply filters
  4. Update design information

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