The Customers section in Cinode helps you manage all your customer data, contacts, projects, and events in one place. You can add new customers, update existing ones, and track related projects or interactions.
Accessing the Customers Section
In the main menu, select Customers. Here you can:
Add new customers
Manage existing customers
View customer contacts
Track customer events and activities
To access this section, you must:
Have the Business module activated for your organisation.
Be a Manager or Customer responsible.
Adding a New Customer
Click the + button next to Customers or use the Quick add button in the top-right corner.
Fill in the available customer details.
If the customer acts as an intermediary, tick the corresponding checkbox.
Click Save to create the customer record.
Managing Customer Information
On the customer page, you can:
Add or edit customer details, account managers, and addresses.
Register activities under Events, such as calls, meetings, notes, or tasks.
Manage related projects and prospects.
Attach files such as contracts and agreements.
Use Tags to categorise customers for easier filtering and reporting.
All customer interactions and activities are displayed in one overview, allowing you to quickly review their current status and history.
Assigning Customer Responsibility
The Customer responsible (account manager) is displayed on the customer card.
To assign or edit:
Click the three-dot menu in the top-right corner of the customer page.
Select Edit customer responsible.
As a Sales representative, you can filter the customer list by your name under Responsible.
Following Customers
You can choose to follow a customer to receive notifications:
Not following: Default setting. You receive notifications only for events you are assigned to.
Following: Receive all updates for the selected customer.
Ignoring: No notifications, even if you are assigned to events.
Use the eye icon in the top-right corner of the customer page to toggle your follow status.
Tip: Follow only key customers to avoid unnecessary notifications.
Managing Customer Events
To view or manage events:
Go to Customers and select a customer.
Open the Events tab to view related meetings, calls, notes, or tasks.
Use the three-dot menu beside an event to Edit, Remove, or Copy event link.
Open an event to:
Edit or delete it
Create a follow-up event
Add notes and mention colleagues using
@
Hover over an event in the list to preview notes.
Video tutorial:
Adding tasks to customer events for tracking external requests and assigning consultants (1 minute)
Using Customer Tags
Tags let you categorise and filter customers efficiently.
Examples: A-customers, Framework agreements, Industry sectors.
To add or edit tags:
Click the three-dot menu on the customer page.
Select Edit tags.
Add a new tag or choose an existing one, then click Save.
By clicking a tag, you can see where it is used across the system.
Viewing Customer Projects and Prospects
Under the Projects tab, you can:
See all related projects (open, won, lost, or abandoned).
View project responsibilities, sales contacts, and role allocations.
Access each project by clicking its title.
Under Prospects, you can manage potential future projects and track their progress.
Deleting a Customer
Only users with sufficient permissions can delete a customer.
You must be responsible for the record and have Manager permissions to delete a customer. An Administrator can also delete customers.
To delete a customer:
Open the customer record.
Click the three-dot menu in the top-right corner.
Select Remove.
Confirm the deletion when prompted.
You can also delete the customer from the customer list.
Click the three-dot menu on the right hand side of the customer row.
Select Remove.
Confirm the deletion when prompted.
Once deleted, the customer record and all related data are permanently removed from the system.