Customers who never fall through the cracks.
A customer directory that grows with the relationship. Complaints, customer audits, and corrective actions land on the right profile — so account reviews write themselves.
Northwind Aerospace · structural assemblies
One client. One profile. A clean record per site.
A client is one record in your system — name, category, contact info — with a separate working history at every facility you ship to them from. The history reflects the relationship as it really is: when did Birmingham start shipping, when did Toledo come on board, what's happened at each site since.
The categories your team thinks in.
A starter set of categories ships with every new org — OEM, Aftermarket, Distribution, End-customer — but they're a list, not a fixed taxonomy. Rename them, reorder them, add the ones your industry uses, drop the ones you don't. The naming convention for the directory is yours to set, too.
Customer vendor codes stay with commercial.
What the customer calls you in their procurement system is a commercial-team detail. Capturing a complaint is everyone's job. Both work — without two systems and without anyone seeing what they shouldn't.
One directory. Two cleanly different views.
For the commercial team, the customer's vendor code sits alongside every client — searchable, editable, theirs to manage. For everyone else, it's not even there. Same directory, the same customers, but a view that matches what each person actually needs to do.
Active, Prospect, Inactive, Former.
Prospect captures pre-contract relationships so the system can hold a customer record before the contract is signed. Active is the in-flight relationship. Inactive sits between contract pauses. Former preserves the audit trail when a relationship has fully ended. The directory grows with the relationship — never deleted, just retired.
Every customer NCR, every customer audit, every action — already attached.
Seven modules' creation forms have an optional Client picker (NCR, Audit, MOC, Exemption, FMEA, Risk, Meeting). The link is bidirectional in the database, and the client profile rolls up linked NCRs, audits, and actions today — so when an account manager asks 'how have we performed for them this year?' the answer is one click, not a spreadsheet.
The customer record your account managers actually use.
Linkable, filterable, scoped, permission-aware. Built so the next account review writes itself.
Customer audit type, picker required
Picking the Customer audit type makes the client picker required, so when the customer comes to audit you the right client is captured at creation rather than tagged on later.
NCRs attached to customers
An NCR can be attached to a client from the create form's optional Client picker. Once attached, the NCR shows up on the client's profile rollup — one click from an account manager's question to the answer.
The right people, every time
Decide once who owns customer records, who maintains the vendor codes, and who handles facility relationships. The directory keeps the lines clean throughout.
Make every customer one record, not three drawers.
Give every client one home with the full picture — every customer NCR, audit, and action linked back.