How to Add a New Customer?

What is the purpose of adding Customer?

Think of the Customer as the central data level in Caction – it's the most important piece of information! Everything else you create, like your projects, jobs, and digital forms, must be linked to a specific customer. You will not be able start a new project or job without first having a customer in the system.

Benefits:

Customer profiles connect directly to projects and jobs, making it easier to track work history and future tasks.
Store all customer information in one place for better communication and service delivery.
Add customers from different sections of the system based on your current workflow needs.
Adapt customer profiles to your specific business requirements with customizable fields.

This page will guide you, step by step, on how to add a new customer into Caction.

Note: Depending on how your Caction system is set up, you might see "Customer" called something else, like "Site," "Outlet" or "Company."

Navigate to the section by clicking it.

Using Desktop
Using Mobile

From Customer List

At the desktop site’s navigation bar, go to Business Management > Customer List.
Add New Customer Here: https://system.caction.com/customers
Click on the “+” button to add new customer.
*Note: If you do not see the “+” button, you may need to request permission or help from your Admin to register new Customer.

Fill out the details of the new Customer. Available fields may differ depending on your company’s system setup.

Field Name	Description
Customer Status*	Indicates the current status of the customer.
Customer Category*	Classifies the customer based on their type.
Company Name*	The official name of the customer’s company.
Customer Name	The full name of the customer contact person.
Asset	Any asset registered in the system associated with the customer.
Assigned User	The user responsible for managing this customer.
Customer Phone	The customer’s contact phone number.
Customer Email	The customer’s email address.
Customer Address	The physical address of the customer.

*Note: Fields marked with an asterisk ( * ) are required.

Add New Customer Step 3

Click on the “Save Customer” button.
Click “OK” and the new customer is added successfully.

From Job Creation Page

At the desktop site’s navigation bar, go to Business Management > Schedule > Job Schedule.
Create Job Here: https://system.caction.com/activity/scheduler
Click on the “+” button to create new job.
*Note: If you do not see the “+” button, you may need to request permission or help from your Admin to register new job.
Select the job category.
Click on the “Save” button.
Click on the “+” button to select customer for the job.
Click “+” to add new customer.

Fill out the details of the new Customer. Available fields may differ depending on your company’s system setup.

Field Name	Description
Customer Status*	Indicates the current status of the customer.
Customer Category*	Classifies the customer based on their type.
Company Name*	The official name of the customer’s company.
Customer Name	The full name of the customer contact person.
Asset	Any asset registered in the system associated with the customer.
Assigned User	The user responsible for managing this customer.
Customer Phone	The customer’s contact phone number.
Customer Email	The customer’s email address.
Customer Address	The physical address of the customer.

*Note: Fields marked with an asterisk ( * ) are required.

Add New Customer2 Step 7

Click on the “Save Customer” button.
Click “OK” and the new customer is added successfully. You may continue with creating a new Job.

From Public Form

At the desktop site’s navigation bar, go to Template Settings > Public Form Templates.
Open Public Form Templates Page Here: https://system.caction.com/PublicForm/TemplateSetting
Scroll down to “Creation Control”.
Make sure the “Customer Creation” is enabled as below.
At the desktop’s navigation bar, go to Business Reports > Public Form Report.
Open Public Form Report Page Here: https://system.caction.com/reports/publicform
Use filter to search the Public Form you want.
Click the expand icon to open the Public Form details page.
Click “three dots” icon on the top right corner.
Click “Create Customer” to create a new customer.

Fill out the details of the new Customer. Available fields may differ depending on your company’s system setup.

Field Name	Description
Customer Status*	Indicates the current status of the customer.
Customer Category*	Classifies the customer based on their type.
Company Name*	The official name of the customer’s company.
Customer Name	The full name of the customer contact person.
Asset	Any asset registered in the system associated with the customer.
Assigned User	The user responsible for managing this customer.
Customer Phone	The customer’s contact phone number.
Customer Email	The customer’s email address.
Customer Address	The physical address of the customer.

*Note: Fields marked with an asterisk ( * ) are required.

Add New Customer3 Step 9

Click on the “Save Customer” button.
Click “OK” and the new customer is added successfully. You may continue with creating a new Job.

Using Mobile

From Customer List
From Job Creation Page

From Customer List

At the mobile app’s navigation bar, go to Customer.
Click on the “+” button to add new customer.
*Note: If you do not see the “+” button, you may need to request permission or help from your Admin to register new Customer.

Fill out the details of the new Customer. Available fields may differ depending on your company’s system setup.

Field Name	Description
Category*	Classifies the customer based on their type.
Status*	Indicates the current status of the customer.
Company Name*	The official name of the customer’s company.
Customer Name	The full name of the customer contact person.
Phone	The customer’s contact phone number.
Email Address	The customer’s email address.
Address	The physical address of the customer.
Assigned User	The user responsible for managing this customer.
Asset	Any asset registered in the system associated with the customer.

*Note: Fields marked with an asterisk ( * ) are required.

Add New Customer Mobile Step 3

Click on the “Save” button to save the customer.
The new customer is added successfully when this prompt appears.

From Job Creation Page

At the mobile app’s navigation bar, go to Schedule.
Click on the “+” button to create new job.
*Note: If you do not see the “+” button, you may need to request permission or help from your Admin to register new job.
Select the job category.
Click on the “+” button to select customer for the job.
Click “+” to add new customer.

Fill out the details of the new Customer. Available fields may differ depending on your company’s system setup.

Field Name	Description
Category*	Classifies the customer based on their type.
Status*	Indicates the current status of the customer.
Company Name*	The official name of the customer’s company.
Customer Name	The full name of the customer contact person.
Phone	The customer’s contact phone number.
Email Address	The customer’s email address.
Address	The physical address of the customer.
Assigned User	The user responsible for managing this customer.
Asset	Any asset registered in the system associated with the customer.

*Note: Fields marked with an asterisk ( * ) are required.

Add New Customer2 Mobile Step 6

Click on the “Save” button to save the customer.
The new customer is added successfully when this prompt appears. You may continue with creating a new Job

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