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

# Overview

> Browse and manage customers in your workspace.

# Customer Overview

The Customer Overview page provides a comprehensive view of all your customers. Here you can manage your customer database through various actions like viewing, editing, and deleting customer records.

## Features

### Customer Table

The main section displays a table with all your customers, showing key information such as:

* Customer Name
* Customer Number
* Tax/VAT ID
* Main Currency
* Associated Projects (hover to see a list of active projects)

> **Tip**: Hover over the Projects field in any row to quickly view a list of active projects associated with that customer.

### Actions

For each customer, you can:

* **Quick Edit**: Make rapid changes to customer details directly from the table
* **View Details**: Access the customer's detailed overview page
* **Delete**: Remove a customer from your workspace

To access these actions:

1. Hover over any customer row in the table
2. Click the three-dot (⋮) menu icon that appears on the far right of the row
3. Select your desired action from the dropdown menu

## Creating a New Customer

To add a new customer:

1. Click the "Create" button in the top-right corner of the page

2. A modal will appear with the following fields:

   * **Customer Name**: Enter the business or individual name
   * **Customer Number**: Provide a unique identifier (must be unique across your workspace)
   * **Tax/VAT ID**: Enter the customer's tax identification number
   * **Main Currency**: Select the primary currency for this customer
   * **Projects**: Optionally assign existing projects to this customer

3. Fill in the required information

4. Click "Save" to create the new customer

> **Note**: The Customer Number must be unique across your entire workspace to avoid confusion and ensure proper identification of each customer.