👥 Customers
Your customer address book — profiles, interaction history, and duplicate/merge tools.
Adding a customer
Click + New customer. Only Name is required — fill in the rest as you learn it.
Customer detail
Click any row to see interaction history and linked tickets. Log calls, emails, and notes right from the detail view.
Duplicates & merge
Click Find duplicates to see likely duplicate customers (matched by exact name or email) and merge them — the merge fills in blank fields and reassigns history, never overwrites existing data.
Tags
Comma-separated tags on a customer (e.g. "VIP, Reseller") show as pills in the list and survive a merge (tags from both records are combined).
Customers
| Name | Contact | Tags |
|---|
🎫 Tickets
Support tickets and the RMA (return) workflow.
Creating a ticket
Choose General for a normal support request, or RMA if a customer is returning a unit.
Replies
Replies can be marked Internal (team-only notes, shown shaded) or customer-facing.
RMA workflow
An RMA ticket gets two extra actions: Mark intake received when the unit physically arrives, then Resolve RMA to record the disposition (replace/repair/no fault found/denied) — this also moves the ticket to Resolved.
Filtering
Use the status/type dropdowns above the list to narrow down what you're looking at.
Tickets
| # | Subject | Customer | Type | Priority | Status |
|---|