Customer Management Module

- Customer Management – Complete Business Description

- What Is Customer Management?

The Customer Management system is the central intelligence hub of the platform.
It is where every customer, lead, client, or contact lives — along with their full history, communication, tasks, payments, documents, and automation.

In simple terms:

If something happens with a customer, it happens here.

Every other module (Campaigns, Automation, Email, WhatsApp, Payments, Appointments, Tickets, Reports) connects back to this page.

- Why Customer Management Exists

Businesses don’t just need names and phone numbers. They need:

A single place to see everything about a customer
A way to track interactions over time
Tools to assign responsibility
Visibility into payments, tasks, and communication
Automation that reacts to customer behavior

The Customer Management system solves this by giving a 360-degree customer view.

How the Customer Profile Is Accessed

The Customer Profile Page is opened when a user clicks on a customer or lead from the Customers list in the left sidebar of the Customers module. It does not open as a separate standalone URL; instead, it loads dynamically inside the existing Customers layout.

When a customer is selected:

The left sidebar continues to display the full list of leads/customers.
The center area loads the selected customer’s profile.
The right sidebar displays contextual controls such as Workers, Folders, Projects, Tags, Sub Customers, Parent Customer, and Automation options.

Technically, customer data is loaded via the Profile controller

(for example: dashboard/profile/get_singale_client_new), and the main layout is rendered from application/views/new-design/customar_all_profile_data.php, with many components loaded dynamically via AJAX.

Overall Page Structure

The page is divided into four major visual zones:

1. Global Top Bar

This is the standard Biz1 header that remains consistent across all modules. It contains:

Main module navigation (Customers, Projects, Products, Expenses, Articles, User, Advance, etc.)
Group tabs
“At work / Start Work” toggle
Time clock
Notifications and messages
User profile menu

This ensures that the user can switch between different Biz1 modules at any time without leaving the customer context.

2. Left Sidebar – Customers List

The leftmost sidebar displays all leads and customers in a scrollable list. Each customer row typically includes:

A checkbox for bulk selection
Customer name
Optional numeric badges (e.g., unread messages or pending tasks)
A search bar to filter customers
A “+” button to add a new lead

Clicking any customer in this list instantly loads their full profile in the center area.

This design allows users to quickly switch between customers without navigating away from the page.

3. Center Area – Customer Profile (Main Workspace)

This is the core of the Customer Profile Page and consists of two primary layers: the Customer Header and the Profile Content Area (Tabs).

Customer Header (Top Section of Profile)

At the top of the profile, a fixed header displays key customer identity and status information:

A back arrow that allows users to close the profile and return to the customer list view.
Customer avatar with a “+” button to add or change the photo.
Customer name displayed prominently.
A Status dropdown showing the customer’s current status (e.g., New, In Progress, Closed, etc.), based on system or folder-specific configuration.
Contact details including phone number(s) and email, each with edit options.
An activity indicator such as a green “At work” tag to show engagement status.

This header remains visible while navigating through different tabs of the profile.

Profile Tab – Inner Customer Details

The Profile tab is the default and most fundamental tab of the Customer Profile Page. It displays all essential information about the customer and is divided into two categories of data:

Standard (Static) Fields

These are core customer fields stored directly in the contactus database table. Examples include:

Customer creation date or relevant date fields.
Insurance company name (if applicable).
Primary and secondary phone numbers.
Email address.
Yes/No fields (radio buttons).
Numeric reference fields.
Company name or company ID.
Lead source (e.g., website, referral, API, campaign).
Notes and internal comments.
City or location.
Multi-select fields.
Follow-up date and time.
Main customer status and internal statuses.

These fields represent the foundational CRM data of the customer.

Custom Fields (Extra Fields)

Biz1 allows organizations to define custom fields in Settings to capture additional information specific to their business needs. These fields are stored in contactus.extra_fields as JSON and can include:

Text fields
Number fields
Date fields
Dropdown lists
Multi-select options
Yes/No radio buttons
Grouped fields
Dependent fields that appear or disappear based on other field values

All applicable custom fields for the customer are dynamically rendered inside the Profile tab based on folder and organizational configuration.

Together, the standard fields and custom fields form a complete and fully customizable customer profile.

4. Left Sidebar – Customer Profile Tabs

On the left side of the profile, a vertical list of tabs provides access to all customer-related modules and data. The visibility of these tabs depends on user permissions, organization settings, and folder configurations.

Possible tabs include (but are not limited to):

Profile – Core customer details.
Mission – Tasks linked to the customer.
Working Time – Time tracking for the customer.
Check Lists – Standardized checklists.
Payment – Charges, payments, and balancing.
Order – Quotes, proposals, and purchase orders.
Invoice – Financial documents and receipts.
Dynamic Content – Custom content blocks.
Calendar – Appointments and meetings.
Files – Customer documents and attachments.
Recordings – Call or meeting recordings.
Payment & Subscriptions – Recurring billing.
Reservation – Bookings or resource reservations.
Work Flow – Automation workflows.
Appointment – Doctor or service appointments.
Appointment Balance – Prepaid credit tracking.
Outgoing Payment – Payments made to the customer.
Communications – Email, SMS, and WhatsApp history.
Insurance – Insurance records.
Tickets – Support cases.
Chat – Live or integrated messaging.

Each tab loads its content dynamically when clicked, ensuring performance and relevance.

Right Sidebar – Customer Relationship and Action Panel

The right sidebar contains contextual tools and relationships related to the customer.

Workers

This section displays team members assigned to the customer. Users can add or remove workers, which affects access, responsibility, and visibility in the system.

Folders

Customers can belong to one or multiple folders such as “New Leads,” “VIP Clients,” or “Active Projects.” Each folder may have its own internal status dropdown, allowing further classification.

Users can assign or remove folders and update folder-specific statuses.

Projects

This section lists projects linked to the customer. Users can:

Click “+” to link a new project.
Click an existing project to open its details.

Projects are typically linked via client_id in the projects table.

Sub Customers and Parent Customer

Biz1 supports hierarchical customer relationships.

If the current customer is a Parent Customer (father_id = 0), the sidebar displays a Sub Customers section where users can:

Create a new sub customer.
Link an existing customer as a sub customer.
View and remove sub customers.

If the current customer is a Sub Customer (father_id ≠ 0), the sidebar instead displays a Parent Customer section, showing the linked parent and allowing removal of the relationship.

Run Automation

This section allows users to trigger or configure automations for the customer, such as:

Sending automated messages.
Creating tasks.
Updating statuses.
Triggering workflows.

This integrates deeply with Biz1’s automation engine.

Sub Customer Settings (Organization-Level Configuration)

In Settings → Sub Customer Setting, administrators can define which fields should be automatically copied from a parent customer when creating a new sub customer. This ensures consistency and reduces manual data entry.

Users may also have a setting that controls whether sub customers are visible in their leads list.

How the Customer Profile Is Used (Practical Use Cases)

From the Customer Profile Page, users can:

View and update customer details.
Change customer status.
Assign team members and folders.
Add and manage tags.
Create and manage missions (tasks).
Upload and organize files.
Generate orders, invoices, and receipts.
Track payments and balances.
Schedule and manage appointments.
Run automation workflows.
Link projects and view related records.
Manage sub-customer relationships.
Review full communication history.

In essence, everything related to a customer happens here.

Connected Modules and Pages

The Customer Profile Page is deeply integrated with:

Customers list
Projects module
Files module
Orders and Invoices modules
Communications (WhatsApp, Email, SMS)
Appointment and Calendar modules
Automation workflows
Reporting and analytics
Client portal (if enabled)

All related data is linked via cust_id or equivalent identifiers in the database.

Final Summary

The Customer Profile Page in Biz1 is:

A complete customer management dashboard.
A centralized view of all customer-related data.
A hub for tasks, files, payments, communications, and automation.
A structured interface for managing customer relationships.
A powerful and scalable CRM tool that connects all Biz1 modules through a single customer record.