Customer Directory
The single source of truth for customer records used across the app.
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Total Customers
All customer records
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Active
Fully mapped & complete
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Needs Review
Missing legal name or accounts
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Mapped Accounts
Nimbus accounts linked
| Customer | Accounts | Contact | Status | Actions |
|---|---|---|---|---|
No customers yet Click 'Import Existing' to pull customers from your billing profiles and Nimbus accounts. | ||||
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