Customer List
The customer list gives you a complete overview of all your business and private customers. You can filter customers by category, view archived customers, and search for specific entries. Clicking a customer opens the corresponding detail view.
The customer is the client behind a property: employees are assigned to properties, and a property can be assigned to a customer. Customers are optional — LiteLog works fully without them; properties and employees are all you need to operate. Create customers when a client should get their own access or be assigned to properties.
Navigation: Master Data → Customers
Features at a Glance
Switch Customer Type
Use the toggle bar at the top to switch between business customers and private customers. The table then only shows customers of the selected type.
Category Tabs
Dynamic tabs let you filter by customer category. The categories are managed in the settings under Customers. An archive tab is also available to view archived customers.
Search
Use the search field to find customers by name, last name, or customer number. The search term is stored in the address bar and is kept when the page is reloaded.
Open Customer Details
Click a row in the table to go directly to the customer view. Per customer, the table also shows contact persons, contact details, and the number of assigned properties.
Create a New Customer
Click the Create button to create a new customer. In the form, you enter the master data. For business customers, you can optionally create a contact person right away — this person is automatically created as a separate private customer with a link.
Good to Know
:::tip Note
- For business customers, the company name is a required field; for private customers, the last name.
- Customer categories can be created and managed in Settings → Customers. System categories cannot be renamed or deleted.
- A category can only be deleted once no customers are assigned to it anymore. :::
Permissions
:::info Permission To use this page, you need the permission View customers. Contact your administrator if you don't have access. :::
| Action | Permission |
|---|---|
| Create customers | Create customers |
| Edit customers | Edit customers |
| Archive customers | Archive customers |
| Delete customers | Delete customers |
Related Pages
- Customer View — detail view of a single customer