The customer record sits at the centre of everything that happens to a piece after it leaves the case. Five pages: what the record looks like, how you add and edit it, how the per-customer history view stitches purchases / repairs / bespoke / passports together, the anniversary and birthday fields with the /reminders surface they drive, and the clienteling workflow for high-value-customer outreach.
What the customer record holds — personal details, contact, address, jewellery preferences (ring size, preferred metal, allergies), important dates, and tags — and how the customer table at /customers surfaces it.
The add / edit form end-to-end — every section, the duplicate-detection on save, the audit log that captures every change, and the archive flow.
The detail page tabbed view — purchases, repairs, bespoke jobs, quotes, invoices, sales, passports, wishlist, loyalty, store credit, communications, notes — all the records that have ever touched this customer in one place.
Structured anniversary, birthday, and spouse-birthday fields on the customer record, surfaced on /reminders alongside repair-ready, bespoke-ready, layby payments due, and task reminders. Manual outreach today; the automated outreach layer is being built next.
High-value-customer outreach — VIP tagging, segments, 1:1 customer email, notes timeline. The manual surfaces ship in full; the automation execution loop that fires re-engagement / lapsed-customer / repair-ready-reminder messages without anyone clicking is being built next.