{"id":18613,"date":"2024-08-22T18:08:20","date_gmt":"2024-08-22T23:08:20","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=18613"},"modified":"2026-06-14T05:41:57","modified_gmt":"2026-06-14T10:41:57","slug":"how-to-add-a-customer-to-the-customer-detail-screen","status":"publish","type":"post","link":"https:\/\/bookipi.com\/guides\/invoice-web-v2\/how-to-add-a-customer-to-the-customer-detail-screen\/","title":{"rendered":"How to add a customer to the customer detail screen"},"content":{"rendered":"<div class=\"intercom-article\">\n<h2 class=\"intercom-article-subheading\">Follow the steps below to add customers to your Bookipi CRM, whether manually, through a CSV upload, or by importing from Google Contacts.<\/h2>\n<h2 id=\"h_6e1efa9596\">How to add a customer to the customer detail screen<\/h2>\n<p class=\"no-margin\">Learn how to add a customer to the customer detail screen with our clear, step-by-step instructions.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_0b3926b3b7\"><b>Step 1:<\/b> Open the <b><i>\u2018CRM\u2019<\/i><\/b> module<\/h3>\n<p class=\"no-margin\">On the left side panel, click <b><i>\u2018CRM\u2019<\/i><\/b>.<\/p>\n<div class=\"intercom-container\"><img fetchpriority=\"high\" fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/8c2e90496b7422123a1093af396bfa83f8c7b447a8d08d74621916332c868d7a.png\" width=\"1608\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to add a customer to the customer detail screen - 1\" class=\"intercom-img-landscape\"><\/div>\n<h3 id=\"h_83bf02a082\"><b>Step 2:<\/b> Go to the <b>Customers<\/b> section<\/h3>\n<p class=\"no-margin\">Ensure you are in the <b>Customers<\/b> section of the CRM.<\/p>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/f395b1ad7cc3ac56576124f1ada2f740b93d7f59fad5c0b527dc1f53a6e402c1.png\" width=\"1608\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to add a customer to the customer detail screen - 2\" class=\"intercom-img-landscape\"><\/div>\n<h3 id=\"h_0f7a335712\"><b>Step 3:<\/b> Click <b><i>\u2018Add customer\u2019<\/i><\/b><\/h3>\n<p class=\"no-margin\">Click the <b><i>\u2018Add customer\u2019<\/i><\/b> dropdown button in the upper-right corner. You will then see three options for adding customers to your list:<\/p>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/8eb9397d660d1b3b6c3fc53b89630c572f58b160ac0edb3a1f605c15837305fc.png\" width=\"1608\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to add a customer to the customer detail screen - 3\" class=\"intercom-img-landscape\"><\/div>\n<ul>\n<li>\n<h4 id=\"h_2468fac0a7\">Option 1 \u2013 Add a Customer Manually<\/h4>\n<p class=\"no-margin\"><b>Step 1:<\/b> Click <b><i>\u2018Add\u2019<\/i><\/b> to input customer details manually.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/75f363798e908cf6b213af7f9a1bc691af74826bde1b5c64663798adaf605707.png\" width=\"1608\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to add a customer to the customer detail screen - 4\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\"><b>Step 2:<\/b> By default, you can enter the customer\u2019s name, company, business number, email address, phone number, and any additional information.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/b2d16be06c396487d5d1dbc09afd60d58a6ab1b9cd187b6f7849f4f67a1a1fc7.png\" width=\"1608\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to add a customer to the customer detail screen - 5\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\"><b>Step 3:<\/b> You can also expand the additional fields to add details such as the customer\u2019s Address, Job title, LinkedIn profile (if available), or a Private note as needed.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/a5d79f0fb7f425d4e901ab201c1a89be8b3a294b101176fbc65bf4be671ddf15.png\" width=\"1608\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to add a customer to the customer detail screen - 6\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\"><b>Step 4:<\/b> You can also add a custom field by clicking <b><i>\u2018+ New field\u2019<\/i><\/b>.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/59d0d88efd98f36b0641722c149a345c04740b0b41b71304e4e075d447451e2a.png\" width=\"1608\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to add a customer to the customer detail screen - 7\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\"><b>Step 5:<\/b> When finished, you can click&nbsp;<b><i>\u2018Save\u2019<\/i><\/b>.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/9dc845404feca09224766cf32faa123c8120b73edfab8161e7585bdf3591128c.png\" width=\"1608\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to add a customer to the customer detail screen - 8\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<\/li>\n<\/ul>\n<ul>\n<li>\n<h4 id=\"h_93dda0e96b\">Option 2 \u2013 Add Multiple Customers (CSV Upload)<\/h4>\n<p class=\"no-margin\"><b>Step 1:<\/b> Click <b><i>\u2018Add Multiple\u2019<\/i><\/b>.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/d3eb6e8d8e667dbc8598b714654e4dd1593582a8f8001c8c6c74b6d1007b662c.png\" width=\"1608\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to add a customer to the customer detail screen - 9\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\"><b>Step 2:<\/b> Upload a CSV file containing customer information, or drag and drop it into the upload area, ensuring the file size does not exceed 5 MB.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/202f44e9d998d18fb098d69755f9cfb4622ab66ce519833c2d814fc309f91fb5.png\" width=\"1608\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to add a customer to the customer detail screen - 10\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\"><b>Step 3:<\/b> Click <b><i>\u2018Add customers\u2019<\/i><\/b> to upload all customers at once.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/314a6f7cf86e0f4cd0119ebb91502c7c06ea9f251c3331773e900e199567e98a.png\" width=\"1608\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to add a customer to the customer detail screen - 11\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<\/li>\n<\/ul>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880; border-color: #73737633;\">\n<p class=\"intercom-align-center no-margin\"><b><i>Note:<\/i><\/b><i> Before uploading a CSV file, review the requirements to ensure compatibility. You can also download a template file as a formatting reference.<\/i><\/p>\n<\/div>\n<p class=\"no-margin\">\n<ul>\n<li>\n<h4 id=\"h_64849e0b30\"><b>Option 3 \u2013<\/b> Import from Google Contacts<\/h4>\n<p class=\"no-margin\"><b>Step 1:<\/b> Select <b><i>\u2018Google Contacts\u2019<\/i><\/b> from the options.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/18c2731b9b9c90d76b1578960cdb9700467c5fede536233a0afc138fe56d1b86.png\" width=\"1608\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to add a customer to the customer detail screen - 12\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\"><b>Step 2:<\/b> Follow the prompts to connect your Google account.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/a862985b618c54cd7129889deee9696a970b0876e5c8847452ce24c51b803c43.png\" width=\"1609\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to add a customer to the customer detail screen - 13\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\"><b>Step 3:<\/b> Select the contacts you want to import. You can choose to <b><i>\u2018Review all contacts\u2019<\/i><\/b> or <b><i>\u2018Review manually added only\u2019<\/i><\/b>. After completing your review and selections, select the <b><i>\u2018Add customers\u2019<\/i><\/b> button at the bottom right to import all chosen contacts.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/26ac46328a208d4e3a23d91ef1f23f1e98e607e8495148f653898344019497a6.png\" width=\"1608\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to add a customer to the customer detail screen - 14\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<\/li>\n<\/ul>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880; border-color: #73737633;\">\n<p class=\"intercom-align-center no-margin\"><i>You\u2019re all set! You have successfully added customers to your CRM. These saved customer details will automatically appear when creating invoices, proposals, presentations, and other documents, making your workflow faster and easier.<\/i><\/p>\n<\/div>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_d002a8d584\">FAQs about adding a customer to the customer detail screen<\/h2>\n<h3 id=\"h_5ede68acb6\">Q: What is CRM?<\/h3>\n<p class=\"no-margin\">A: CRM stands for Customer Relationship Management. It\u2019s a system or tool used to manage and improve interactions with your customers. It helps you store customer information, track sales, and provide better service, all in one place, making it easier for you to build stronger relationships with your customers.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_5147fb5b63\">Q: Can I add multiple customers or import my customer list?<\/h3>\n<p class=\"no-margin\">A: Click the drop-down arrow next to the <b><i>\u2018Add customer\u2019<\/i><\/b> button and select <b><i>\u2018Add Multiple\u2019<\/i><\/b>. From there, upload your customer list, ensuring you use the provided template so all required fields are included. The file must be under 5 MB.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_db29004407\">Q: How can I save a customer\u2019s information when there is no save button while adding or editing their record?<\/h3>\n<p class=\"no-margin\">A: If the <b><i>\u2018Save\u2019<\/i><\/b> button is not visible while saving customer information, it may be due to your screen being zoomed in. Ensure your screen is set to <b>100% zoom<\/b> to make the button visible. You can adjust this in your browser\u2019s settings.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_e151b28234\">Q: I clicked Save after entering all the information for my customer, but it is not reflecting on the customer dashboard.<\/h3>\n<p class=\"no-margin\">A: If the saved customer profile is not appearing on your customer dashboard, please check the following:<\/p>\n<ol>\n<li>\n<p class=\"no-margin\">Ensure you have a stable internet connection, as Bookipi is an internet-based system and requires connectivity to function properly.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\">Refresh the page, or perform a hard refresh of your browser to update the dashboard.<\/p>\n<p class=\"no-margin\">\n<\/li>\n<\/ol>\n<hr>\n<h2 id=\"h_5d81fdf0a4\">Discover more tutorials for Bookipi Invoice on Web v2<\/h2>\n<p class=\"no-margin\">Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our <a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/\" target=\"_blank\" class=\"intercom-content-link\">Web v2 guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Make sending invoices anytime and anywhere even easier by downloading the Bookipi Invoice mobile app and checking out our <a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\" target=\"_blank\" class=\"intercom-content-link\">mobile app guides<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Follow the steps below to add customers to your Bookipi CRM, whether manually, through a CSV upload, or by importing from Google Contacts.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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