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How to Keep Simple, Useful Customer Records

Your customers' details live in your inbox, your phone, sticky notes and your memory — until the day you need one phone number urgently. A simple customer record system fixes that: one place, every client, searchable in seconds. This guide sets one up with a tool that stores data only in your own browser, and shows the habit that keeps it alive.

Step by step

1. Open Customer Records and add your first customers: name, company, email, phone.
2. Add a note to each: what they buy, preferences, anything you would want to remember before calling them.
3. Use search whenever you need someone — type any fragment of a name or company.
4. Update the note after every job or call; ten seconds now saves ten minutes later.
5. Export your records periodically as a backup file.

Tips for better results

• The note field is the gold: 'pays on day 30, likes text over email, gate code for site visits' — future-you says thanks.
• Add customers the day you meet them, not 'later this week'. Later never comes.
• Back up monthly: browser storage is convenient, but an exported file is forever.

Frequently asked questions