Inbox
How the Inbox shows customer conversations from WhatsApp and web channels, how staff reply with attachments and AI suggestions, take over from the AI, approve AI order proposals and track delivery.
Customer portal
What customers see in the customer portal, how they accept, reject or request changes to quotes, pay invoices, follow orders and view assets, and which portal pages and token links work without signing in.
Inbox
How the Inbox shows customer conversations from WhatsApp and web channels, how staff reply with attachments and AI suggestions, take over from the AI, approve AI order proposals and track delivery.
Customer portal
What customers see in the customer portal, how they accept, reject or request changes to quotes, pay invoices, follow orders and view assets, and which portal pages and token links work without signing in.
How to manage customers, their contacts, locations, installed assets, notes and files, and how KvK and VIES lookups and @ and
Customers are the businesses and people an organization works for. A customer record holds business details, contacts, locations, the assets installed at the customer, internal notes and files. Quotes, invoices, orders, tasks and conversations all link back to it.
Customers live under Workspace in the sidebar.
| Route | Purpose |
|---|---|
/{orgSlug}/customers | Customers list, with the Overview, All contacts and All assets tabs. |
/{orgSlug}/customers/create | Create a customer. |
/{orgSlug}/customers/{customerId} | Customer detail, with the Overview, Contacts, Notes, Locations, Assets and Files tabs. |
/{orgSlug}/customers/{customerId}/contacts/{contactId} | Contact detail. |
/{orgSlug}/customers/{customerId}/locations/{locationId} | Location detail. |
/{orgSlug}/customers/{customerId}/assets/{customerAssetId} | Asset detail, with the Overview and Tasks tabs. |
A customer is either a Business or an Individual. Its status is Prospect, Active or Archived.
| Section | Fields |
|---|---|
| Overview | Status, description, tags and the users it is assigned to. |
| Primary contact | First name, last name, job title, email and phone. |
| Business | Company name, billing name, KVK, VAT or tax ID, billing email, website and logo. |
| Address | Location name, address lines, city, postal code, state or province and country. |
| Properties | Created and updated details, and the archive date and reason. |
A customer needs at least a primary contact name or email. Invoices are sent to the billing email, or to the contact email for individuals, so the form warns when it is missing.
A contact is a person at the customer, with a photo, name, job title, email and phone. One contact is the primary contact. The same person can be a contact for several customers.
A contact can also sign in to the customer portal when their contact record is linked to a CentraKit account.
A location is an address of the customer, such as a head office or a site. One location is primary. Assets and work can be tied to a location.
A customer asset is one installed unit of a product at the customer, such as a tractor or a bike. It records:
The Tasks tab on an asset lists the work done on it. Customers see their active assets in the portal.
The Notes tab is a timeline of internal notes from your team. Notes support rich text, @ mentions of users and teams, and # references to records such as tasks, customers, quotes and invoices. Mentioned users are notified. Customers never see notes.
The Files tab shows the customer's folder in organization Files. Every customer gets its own folder in the customers drive. Files stay internal and are not shown in the portal.
In the Business or Address section of the customer form, select Retrieve information. CentraKit searches the KvK (Dutch Chamber of Commerce) register, reads the KvK profile, checks the VAT ID in VIES and searches the web, then combines what it found. KvK and VIES are treated as authoritative. Only empty fields are filled, and nothing is saved until you review the form and save it. The result lists its sources. If nothing new is found, the form tells you that filled fields were left as they are.
When you leave the KVK or VAT field, CentraKit also checks the number and shows Verified or Not found. The check never blocks saving.
Use the Contacts, Locations and Assets tabs on the customer. Each tab has a create action, and the row actions let you make a contact or location primary. The All contacts and All assets tabs on the list page show these records across all customers.
Open the customer and use the Danger zone. Archive customer asks for a reason and hides the customer from active lists. Unarchive brings it back. Delete customer removes it permanently. You can also archive, unarchive and delete from the list, one at a time or in bulk.
Search the list and filter by status, type, owner and tags. Unassigned shows customers without an owner. Select several rows to change status, owner or tags together.
| Permission | Allows |
|---|---|
organization.customers.view | See customers, contacts, locations and notes. |
organization.customers.create | Create customers. |
organization.customers.update | Edit customers, contacts and locations, and add notes. |
organization.customers.delete | Archive and delete customers. |
organization.assets.view, .create, .update, .delete | Work with customer assets. |
Notes can be edited by their author and deleted by anyone with update rights. The Files tab also needs permission to view organization Files.
All routes live under /api/v1/organizations/{organizationId}/:
| Resource | Routes |
|---|---|
| Customers | customers, customers/{customerId} |
| Contacts | customers/{customerId}/contacts, .../contacts/{contactId}, .../contacts/{contactId}/primary |
| Locations | customers/{customerId}/locations, .../locations/{locationId}, .../locations/{locationId}/primary |
| Notes | customers/{customerId}/notes, .../notes/{noteId} |
| Customer assets | customer-assets, customer-assets/{customerAssetId}, .../notes, .../notes/{noteId} |
| Mentions | GET collaboration/references searches records for # references. |
Last updated on
Inbox
How the Inbox shows customer conversations from WhatsApp and web channels, how staff reply with attachments and AI suggestions, take over from the AI, approve AI order proposals and track delivery.
Customer portal
What customers see in the customer portal, how they accept, reject or request changes to quotes, pay invoices, follow orders and view assets, and which portal pages and token links work without signing in.
