Customer records for home builders

One customer record serves sales, site and accounting instead of three versions of the same address. The list carries the customer number, contact details, town, portal status and a fully colored status, and the file behind it holds name, email, phone, address, country, status, portal release and notes. Company-specific custom fields sit directly underneath, together with the same activity log used across the product.

The customer is a fixed master-data relation, never free text and never a custom field, so a project stores the customer ID and reads name and number from the record itself. The searchable picker offers only active customers of the tenant and allows creating or updating one without leaving the form. A CSV or XLSX import maps name, email, phone and address, updates existing contacts by email address and gives every other row a new customer number.

The customer channel button opens the shared conversation, and the signed link shown there gives the customer secure access without an Home Builder Software account. Where a full portal login is wanted, an invitation or a twelve-character access code can be issued instead, and the customer then sees progress, dates, released files, invoices and messages while internal budget figures stay hidden. Because a prospect record becomes the active customer when a contract is won, the history reaches back to the first inquiry.