> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customers

> Customers — FieldPulse Help Center

<CardGroup cols={2}>
  <Card title="Multi-Location & Multi-Contact Customers" href="/using-fieldpulse/customers/multi-location-multi-contact-customers">
    For some customer records, you may need to add additional contacts and/or additional locations under the same record. To do so, begin by creating a new…
  </Card>

  <Card title="Customer Portal" href="/using-fieldpulse/customers/customer-portal">
    Our Customer Portal gives your customers the power to view all of their jobs, estimates, invoices and payments. This allows your customers to review their…
  </Card>

  <Card title="Custom Sales Pipeline" href="/using-fieldpulse/customers/custom-sales-pipeline">
    FieldPulse's Custom Sales Pipeline is a tool that helps you manage your customers and stay organized throughout the entire sales process. Customize your…
  </Card>

  <Card title="Price Tiers" href="/using-fieldpulse/customers/price-tiers">
    FieldPulse's Price Tiers offer a flexible way to manage customer-specific pricing by automatically applying markups or discounts based on customer…
  </Card>

  <Card title="Creating a Customer" href="/using-fieldpulse/customers/creating-a-customer">
    FieldPulse offers a simple Customer Relationship Management system that makes storing and finding related customer information easy. You can create and…
  </Card>

  <Card title="Merging Duplicate Customer Records" href="/using-fieldpulse/customers/merging-duplicate-customer-records">
    Merge duplicate customers without losing key details in FieldPulse! Begin by navigating to the customer record of a customer you'd like to merge and…
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  <Card title="Creating Related Customers" href="/using-fieldpulse/customers/creating-related-customers">
    If you have one customer with multiple locations that you service, you can set the customer up as a Parent Customer and set up their various locations as…
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  <Card title="Custom Tags for Customers" href="/using-fieldpulse/customers/custom-tags-for-customers">
    You can create custom tags for your customers to organize and segment your customers into lists. For example, if you have customers who you do HVAC work…
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  <Card title="Custom Fields on Customer Records" href="/using-fieldpulse/customers/custom-fields-on-customer-records">
    You can create custom fields for your customer records to store and display any data you wish. With the ability to set the order of your custom fields and…
  </Card>

  <Card title="Customer Statuses" href="/using-fieldpulse/customers/customer-statuses">
    FieldPulse offers a simple method of tracking the lifecycle of a customer as they move through different stages. A single field on the customer profile…
  </Card>

  <Card title="Tracking Lead Sources" href="/using-fieldpulse/customers/tracking-lead-sources">
    A lead source is how a lead initially hears about a business. Tracking lead sources is essential as it allows businesses to better measure, plan, and…
  </Card>
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