{% extends "base.html" %} {% block title %}Customer Log | Customer Log & Sign Off{% endblock %} {% block content %}

Customer Log

Capture customer details, address, contacts, machine interests, notes, and multiple statuses.

Password-protected export
Total customers{{ counts.total }}
Initial Eng{{ counts.initial }}
Quoted{{ counts.quoted }}
Ordered{{ counts.ordered }}

Add customer

Start with one contact, then use Add another contact when needed.

Company
Customer address
Status and machine interest
Tick one or more machines.
You can tick more than one, e.g. Quoted and Ordered.
Contact details
{% for idx in range(1, max_contacts + 1) %}
{% endfor %}

Customer list

Search, filter, edit, and export your customer records.

Export
Reset
{% if customers %}
{% for customer in customers %} {% endfor %}
Company Contacts Machines Status Next contact Actions
{{ customer.company_name }}
{% if customer.website %}{% endif %} {% if customer.address_summary %}
{{ customer.address_summary }}
{% endif %}
Created: {{ customer.created_date }}
{% if customer.contacts %} {% for contact in customer.contacts %}
{{ contact.contact_name or 'Unnamed' }} {% if contact.role %}{{ contact.role }}{% endif %} {% if contact.phone %}{{ contact.phone }}{% endif %} {% if contact.email %}{{ contact.email }}{% endif %}
{% endfor %} {% else %} No contacts {% endif %}
{% if customer.machine_interests %}
{% for machine in customer.machine_interests %}{{ machine }}{% endfor %}
{% else %}None{% endif %}
{% for status in customer.statuses %} {{ status }} {% endfor %}
{{ customer.next_contact_date or '-' }}
{% else %}
No customers match the current filters.
{% endif %}
{% endblock %}