CRMGeneral1 min readLast updated March 16, 2026

Manage Customer Records

Add customers, edit details, filter active versus inactive records, and understand delete behavior.

The Customers page is where you maintain the business-side record for everyone who has booked or contacted you.

1. Search and filter before making changes

If your customer list is growing, start with the filters.

Use the page controls to:

  • search by customer details
  • filter for Active
  • filter for Inactive

This keeps edits fast and prevents duplicate work.


2. Add a customer manually when needed

Use Add New Customer when you need a record before a booking exists.

That can help when:

  • you are preparing a quote
  • you are cleaning up older offline records
  • you want to store a lead as a customer record before an order is finalized

Typical fields include contact details and address information.


3. Edit customer details from the row actions

Open the action menu for a customer and use Edit Details whenever something changes.

Common updates include:

  • name corrections
  • phone or email changes
  • address updates

Keeping customer data current makes booking creation faster later.


4. Understand active, inactive, and VIP signals

InflateMate uses record-level signals to help you understand the relationship quickly.

Watch for:

  • Active versus Inactive status
  • total spend
  • booking count
  • VIP classification for repeat customers

These tags are useful when deciding who should receive personal follow-up or special offers.


5. Know what happens when you delete a customer

Deleting a customer is intentionally guarded.

The dashboard warns that:

  • customers with upcoming bookings cannot be deleted
  • customers with past bookings are marked inactive instead of being fully removed
  • only customers with no booking history are permanently deleted

That behavior protects your booking history and reporting.

Quick tip

If you are trying to clean up your CRM, filter inactive records first and review them in batches instead of deleting blindly.