# Manage Customers

In Surface Solutions, you can centrally manage, edit, and create new customers.  
You can access the customer page via **Tools and Settings → Customers**. There, you will find an overview of all existing customers in your organization.

### Customer Overview

The customer overview displays all registered customers in a tabular format. Using the search function, you can quickly find customers and open them with a click to view or edit their data.  
With the **“Add Customer”** button, you can create new customers and enter their master data.

### Create a Customer

A new customer can be created either directly through customer management or within a calculation.

If you enter a new name in the **Company** field during a calculation that does not yet exist in the system, the button **“Create New Customer”** will automatically appear.  
After clicking it, a new customer with the specified name will be created, and you can add additional information directly within the calculation.

[![image.png](https://academy.surface-solutions.com/uploads/images/gallery/2025-11/scaled-1680-/7Qbimage.png)](https://academy.surface-solutions.com/uploads/images/gallery/2025-11/7Qbimage.png)

*By clicking “+ Create New Customer,” you can create a new customer directly within the calculation.*

### Customer Data

For each customer, you can record and manage the key master data, including:

- Company name
- Address
- VAT number
- Contact person
- Email address
- Phone number
- Notes
- Preferred contact method (e.g., email, phone, web, in-person)

### Edit and Delete

Customers can be edited at any time to update or add information.  
Customers that are no longer needed can be deleted.