Add and manage a client in Cadulis

Centralize your customer information and save time on scheduling

The Customer Sites module in Cadulis allows you to manage all your end customers.
Each record centralizes essential information and lets you automatically associate the customer site with an activity. The result: a clear history, simplified scheduling, and better traceability.

📂 1. Access the customer list

• Left sidebar menu → Customer Sites
• You land on the Customers page

Here you will find:

• A search engine:
  • Free text field
  • Business Unit dropdown list
  • Category dropdown list (tags)
• A Your customers section
• Three available actions:
  • Create a customer record
  • Import your customer database
  • Export the customer database
• Below: the list of customers by Business Unit

🧾 2. Manually create a customer record

1. Click on Create a customer record
2. Fill in the following fields:
   • Type: Professional or Individual
   • Category (optional)
   • Customer reference
   • Name, Phone, Mobile, Email
   • Address, Address additional info
   • Comments (free text field)

➕ Add custom fields:

• Click on Additional data
• In the pop-up: click on “+”
• Enter a custom label then click Validate

3. Click on Create a customer record

➡️ You are redirected to the complete customer record, with associated activity history.

✏️ 3. Edit or delete a customer

To edit:

• From the customer record → click on Edit (bottom right)

To delete:

• From the Customers page, click on the forbidden sign icon (bottom right)
• Icons appear: click on the one for the customer you wish to delete

📥 4. Import a customer database (CSV file)

1. Click on Import your customer database
2. On the Import customers page:
   • Enter a category (optional)
   • Upload the .CSV file
   • Choose a separator (e.g.: ;)
   • Set the processing type:
     • Creation only
     • Creation (no error if customer exists)
     • Update only
     • Update (no error if customer missing)
     • Creation and update

📄 Required standard columns (at least: reference)

💡 Columns not listed will be added as additional data.

3. Click on Import

➡️ Track the import status via the Latest imports section.

⬇️ 5. Export your customer database

• From the Customers page, click on Export the customer database
• A new page opens → click on .csv file

➡️ The download starts immediately.