How do I add a new customer?

Three ways. Pick the one that fits your flow.

Method 1: From the Customers Page

The straightforward approach:

  1. Click Customers in the sidebar
  2. Click + Add Customer
  3. Fill in the details:
    • Name (required)
    • Email (required)
    • Phone (optional)
    • Company (optional)
    • Custom fields (if your admin set them up)
  4. Click Save

Done.

Method 2: While Creating a Ticket

Need to add a customer on the fly? Do it mid-flow:

  1. Start creating a new ticket
  2. In the Customer field, type their name or email
  3. If they're not found, click Create new customer
  4. Fill in the details and save

The ticket creation picks up where you left off. No context switching.

Method 3: Import from CSV

Got a spreadsheet full of customers? Bulk import:

  1. Go to Settings > Import
  2. Download the customer import template
  3. Fill in your customer data (name, email, whatever you've got)
  4. Upload the completed CSV file
  5. Review and confirm the import

cStar maps everything automatically. Just double-check before you hit confirm.

Custom Fields

By default, you get name, email, phone, and company. That's enough for most teams.

Need more? Your admin can add custom fields in Settings > Customer Fields. Track things like:

  • Account ID
  • Subscription tier
  • Region
  • Internal notes
  • Literally anything you need

Keep it simple. Don't create fields you won't use.