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End Customers

An end customer is your client’s customer: the site, facility, or organization where the work is done. For example, a logistics client can run projects for several distribution centers.

The End Customers page listing four end customers with their client, email, and phone number

  • a name (required)
  • an optional client
  • an optional description, email, phone number, address, and notes
  • An end customer can belong to one client, or to no client.
  • A project can reference one end customer. Many projects can reference the same end customer.
  • End customers can be archived.
  • Deleting an end customer is a soft delete.

In the app, go to Projects > End Customers. Select New End Customer to add one, or select a row to edit it. To link a project to an end customer, open the project and choose the End Customer on its General tab.