Customers & Contacts

Every deal in CityScreen Deals references a customer — the party the advertising is being sold to. The customer record must exist before a deal can be created.

The Customers section is where you create, browse, and maintain customer records and the contacts attached to them.

The customer record

A customer record carries:

  • a name (required),

  • an assignee — the employee responsible for the relationship (optional),

  • one or more employee groups that share access to the record,

  • criteria — classification labels used for filtering and segmentation (see criteria),

  • a color — assigned automatically on creation; can be changed manually,

  • a maximum discount — a reference ceiling for pricing proposals (see discounts),

  • custom fields — organization-defined variables that extend the customer card with whatever data your processes require (industry, region, tax identifier, credit terms, and so on).

Custom fields are configured by the administrator through the entity type system. See data types for how fields work and what value types are available.

Contacts

A contact is a person behind a business — who to call, who signs, who approves creatives.

Each contact has:

  • a name,

  • a job title (post),

  • an address,

  • any number of contact points: email addresses, phone numbers, and other handles.

Contacts are managed in their own section and can be attached to customers and counterparties alike. A single contact can belong to one customer or counterparty at a time; re-attaching a contact moves it to the new record. Contacts keep this fixed set of fields.

Browsing and filtering

The customer list supports:

  • filtering by name, by criteria, and by contact details,

  • sorting by creation and update timestamps,

  • per-user column selection.

The list can be exported to XLSX.

Archiving

Customers you no longer work with can be archived. Archived customers disappear from the default list view but keep their history — deals, documents, and contacts remain intact. Archiving is reversible.

Combining duplicates

When duplicate customer records exist, you can combine them into one. The combine operation creates a new customer record, moves all contacts and deals from the originals to the new record, and deletes the originals.

Combining is destructive. Review the originals before combining.

Contacts can also be combined in the same way.

Deals of a customer

To see all deals of a customer, filter the deal list by the customer’s name.

Deleting customers

Customers cannot be deleted. Use archiving to remove a customer from day-to-day lists while preserving data integrity.

Permissions

Access to customer records is controlled by permissions. See roles and permissions for details on how access is configured.

Related pages

  • Counterparty types — the broader concept that customers belong to

  • Criteria — classification labels for customers, deals, and inventory

  • Discounts — where maximum discount is applied

  • Data import — bulk-importing customer records from Excel