# Introduction (https://docs.carlio.app/docs/customers)

The buyers of the dealership and their purchase history



A customer is a person or a company that buys or asks about a car. The customer record holds contact details, the source, the purchase history, notes, documents and a message thread.

## Guides [#guides]

* [Add a customer](/docs/customers/add-a-customer)
* [Find and filter customers](/docs/customers/find-and-filter-customers)
* [Review the deals of a customer](/docs/customers/review-customer-deals)
* [Keep notes, documents and messages for a customer](/docs/customers/keep-customer-notes-documents-and-messages)
* [Issue a customer portal link](/docs/customers/issue-a-customer-portal-link)
* [Archive or delete a customer](/docs/customers/archive-or-delete-a-customer)

## The customer page [#the-customer-page]

Select a customer in the list to open the page. The heading shows the name. A badge **Export** appears when the country of the customer differs from the country of the dealership. A side column shows contact details, the portal link, the sales partner and notes. The main area has tabs.

| Tab           | Content                                                        | Shown when                                                    |
| ------------- | -------------------------------------------------------------- | ------------------------------------------------------------- |
| **Deals**     | Every deal of the customer and the cars reached without a deal | Always                                                        |
| **Notes**     | Internal notes with optional follow-up dates                   | Always                                                        |
| **Documents** | Invoices of the customer and the files of the customer         | The team member holds **Customer & Partner Documents Access** |
| **Messages**  | The message thread with the customer                           | Always                                                        |

## Requirements [#requirements]

The sidebar shows **Customers** only to team members who hold **Customer Directory Access**. The Owner and Manager roles hold every permission in the table. The Staff role holds none of them by default.

| Action                                                               | Permission                                           |
| -------------------------------------------------------------------- | ---------------------------------------------------- |
| Open the **Customers** page and a customer                           | **Customer Directory Access**                        |
| Add a customer                                                       | **Add Customers**                                    |
| Edit, archive or restore a customer, add notes and reply to messages | Customer update, held by the Owner and Manager roles |
| Delete a customer                                                    | Customer delete, held by the Owner and Manager roles |
| See the sale price of a deal                                         | **Deal Financial Access**                            |
| See the sales partner                                                | **Partner Directory Access**                         |
| Issue the portal link                                                | **Issue Customer Portal Links**                      |

The Owner changes the switches that carry a label in **Settings** under **Permissions**. Customer update and customer delete have no switch.

## Shared pages [#shared-pages]

A customer opens a shared page from a link that a team member issues. That page has its own guide.