Managing Customers

Helm ADE provides comprehensive customer management capabilities at the organization level. Customers can be linked to projects, associated with contacts, and tracked across your entire organization.

Overview

Customer management in Helm ADE enables you to:

• Track customers at the organization level
• Link customers to projects for project-scoped work
• Manage customer contacts for communication
• Maintain customer metadata including industry, website, and notes

Accessing Customer Management

From the Organization Settings

Navigate to Organization Settings in the sidebar

Select Customers from the settings menu

You'll see the customer list for your organization

Required Permissions

Action	Required Role
View customers	viewer or higher
Create customers	member or higher
Edit customers	member or higher
Delete customers	admin or higher

Creating a Customer

Using the Customer Form

Click + New Customer in the customer list

Fill in the customer details:

- Name (required) - The customer's company or individual name - Industry - Business sector or industry vertical - Website - Customer's website URL - Notes - Internal notes about the customer

Click Create to save the customer

Customer Fields

Field	Description	Required
Name	Display name for the customer	Yes
Industry	Business industry or vertical	No
Website	Customer website URL	No
Notes	Internal notes (not visible to customer)	No

Editing a Customer

Find the customer in the customer list

Click the Edit button (pencil icon) or the customer row

Update the desired fields

Click Save to apply changes

Managing Customer Contacts

Each customer can have multiple contacts associated with them. Contacts represent individuals at the customer organization.

Adding a Contact

Open the customer detail view

Navigate to the Contacts tab

Click + Add Contact

Fill in contact details:

- Name - Contact's full name - Email - Primary email address - Phone - Phone number (optional) - Role - Contact's role at the customer organization - Is Primary - Toggle if this is the primary contact

Click Save to add the contact

Primary Contacts

Each customer can have one primary contact designated. The primary contact:

• Appears first in contact lists
• Is used as default for communications
• Shows with a badge indicator in the UI

Linking Customers to Projects

Customers can be associated with specific projects for project-scoped tracking.

From the Project Settings

Navigate to Project Settings

Select Linked Customers

Click + Link Customer

Search for and select the customer

The customer is now linked to the project

From the Customer Detail

Open the customer detail view

Navigate to the Projects tab

Click + Link Project

Select the project from the dropdown

Click Link to create the association

Unlinking a Customer

Navigate to the customer's Projects tab

Find the project to unlink

Click the Unlink button

Confirm the action

Searching and Filtering Customers

Search

Use the search bar at the top of the customer list to find customers by:

• Name
• Industry
• Notes content

Filters

Filter the customer list by:

• Industry - Show customers in a specific industry
• Has Projects - Show only customers linked to projects
• Created Date - Filter by when customers were added

Deleting a Customer

> ⚠️ Warning: Deleting a customer will also remove all associated contacts and project links. This action cannot be undone.

Open the customer detail view

Click Delete Customer in the actions menu

Confirm the deletion in the modal

The customer and all related data will be removed

Best Practices

Organizing Customers

• Use consistent naming conventions for customer names
• Populate the industry field for filtering and reporting
• Keep notes updated with relevant context

Managing Contacts

• Always designate a primary contact for each customer
• Include role information to understand who to contact for what
• Keep email addresses current for communication integrations

Project Linking

• Link customers to projects early in the project lifecycle
• Review project links periodically to keep associations current
• Use project links to scope tickets and time tracking to customers

Troubleshooting

"Permission denied" when creating customers

You need at least member role in the organization to create customers. Contact your organization admin to upgrade your permissions.

Customer not appearing in project link dropdown

Only customers belonging to your organization appear in the dropdown. Ensure the customer was created in the correct organization context.

Contacts not syncing

Contact changes are saved immediately. If changes don't appear, refresh the page or check your network connection.

Related Topics

• Organization and Project Switching - Navigate between organizations
• Ticketing Integration - Link customers to support tickets