> For the complete documentation index, see [llms.txt](https://docs.milientsoftware.com/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.milientsoftware.com/help/customers/customers-main-page.md).

# Overview

This is the **main overview** for your customers. Here you will find general search filters for the customers registered in your database.

<figure><img src="/files/ZsJHihaAdxj1LLYGGeSp" alt=""><figcaption></figcaption></figure>

***

### Adding a new customer

In the top right corner of your overview, you'll find the button for registering new customers. If the button is not visible to you, contact your local administrator to review your access role.

<div align="left"><figure><img src="/files/qq0MKEvSMrdFp9qeTy9Q" alt=""><figcaption></figcaption></figure></div>

When registering a new customer, you need to add some data.&#x20;

{% hint style="info" %}
For Norwegian customers, you can search both name and <mark style="color:purple;">organization number</mark> in the Name field, and we'll retrieve the data from the Brønnøysund register.
{% endhint %}

{% tabs %}
{% tab title="Country" %}
The customer's country of origin.

<mark style="color:purple;">This does not affect currency.</mark>
{% endtab %}

{% tab title="Number" %}
This will be the customer number **in** **Moment**.

You can override it, but you need to make sure that the number matches existing number series for customers in external accounting systems. The settings for customer number series and rules can be found in the[ <mark style="color:purple;">**General settings**</mark>](https://app.moment.team/settings/preferences/general#serialNumbers)<mark style="color:purple;">.</mark>
{% endtab %}

{% tab title="Name" %}
The customers name or the company's <mark style="color:purple;">organization number</mark>.

Norwegian customers will get the option to automatically be added from the Brønnøysund register if there is a match with name or organization number.
{% endtab %}

{% tab title="Status" %}
The status of the customer. This can be set either as *potential*, *active, blocked* or *inactive*.

Any other status than *active* could affect the visibility in the customer and project overview, and be grouped differently in certain reports and filters.\
\
When creating a new project from the <mark style="color:purple;">Project overview</mark>, only **active** customers will be shown.
{% endtab %}

{% tab title="Tags" %}
You can organize customers by using tags, added under <mark style="color:purple;">Setup / Tags</mark>.&#x20;

Working with tags are comparable to organizing your work in folders, except tags have the advantage of several tags being applicable to the same customer.

Tags are shown in the [<mark style="color:purple;">**Customer overview**</mark>](https://app.moment.team/customers), and you can filter them in several different reports.
{% endtab %}

{% tab title="Relation" %}
Choose what definitions best suit the relation.

If the customer is set as *<mark style="color:purple;">Project participant</mark>*<mark style="color:purple;">,</mark> they will not appear as an option when creating a new project from scratch, but will appear when adding additional customers to <mark style="color:purple;">**P**</mark>[<mark style="color:purple;">**rice models**</mark>](https://docs.milientsoftware.com/help/projects/activities#price-model)<mark style="color:purple;">**.**</mark>
{% endtab %}
{% endtabs %}

<figure><img src="/files/PdE10ee6e15ieQs0SKiu" alt=""><figcaption></figcaption></figure>

***


---

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