Add and manage customers

Creating a customer From Customers list , click Add customer . The form captures identity and contact channels your team standardizes. Essential fields Name — Use the name clients expect on contracts. For companies, use trade name plus optional contact person in notes. Phones — Add at least one reachable mobile. Anymelk supports multiple numbers with labels (mobile, office, WhatsApp). Primary phone drives tap-to-call on supported devices. Email — Optional but valuable for sending listing packs. Notes — Free-text context: budget hints, personality, best time to call, language preference. Notes are visible to teammates — write professionally. Save to land on the detail page , where linking begins. Multiple phone numbers Real-estate clients often share family lines or assistant numbers. Click Add phone in the form or detail editor Label each entry so colleagues know which to try first Mark one as primary when the UI offers that choice Update numbers immediately when a client changes SIM — stale phones waste everyone's time Search on the customers list typically matches name and phone digits, so partial number search finds records quickly. Editing and avoiding duplicates Open any customer from the list, then Edit . Changes save to the team immediately unless your setup uses a separate approval flow for customers (uncommon). Before creating a duplicate: 1. Search name and phone variants 2. Check if a teammate already created the record 3. Add notes to the existing record instead of splitting history Team leads may merge duplicates offline — prevention beats cleanup. Customer detail page The detail page is your workspace for the relationship. Summary header Shows name, primary contact methods, and quick actions (edit, archive, create linked record). Linked listings Lists properties where this customer is attached — usually as owner or key contact. Jump to property detail to adjust pricing or status during owner calls. Linked buyer requests Shows buyer/tenant requirements tied to this person. Ideal before callback: refresh yourself on budget and neighborhoods. Notes timeline Some setups append structured notes or rely on the main notes field. Use dated note entries in prose if no timeline exists (“2026-07-01: Wants south-facing, max 8B”). Related actions Depending on permissions, create buyer request , schedule reminder , or attach tasks from contextual buttons or areas. Archiving customers When a client exits the market or was added in error: 1. Open detail 2. Choose Archive Archived customers disappear from default list filters but remain searchable under Customers → Archive . Restore if they return. Never archive solely to hide a mistake without telling your lead — activity records may matter for commission disputes. Daily management habits After every meaningful call — Update notes with next step and date. Before vacation — Skim your owned customers; ensure buyer requests and listings link correctly for coverage. Weekly — Search for customers with no linked active buyer request or listing; decide follow-up or archive. Tips for teams Standardize note prefixes (`NEXT:`, `OBJ:`) so scans are fast Capture source (referral, portal walk-in) in notes for marketing tracking outside Anymelk Link buyer requests the same day intake happens — matching cannot attribute ghost contacts A well-maintained customer record pays off every time another agent picks up the thread seamlessly.