> For the complete documentation index, see [llms.txt](https://docs.archisketch.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.archisketch.com/guide/enterprise-en/quote-consultation/manage-customer.md).

# Customer management

Customer management is a page where you can separately view and manage customers who are the subject of consultations.

## Entering Customer Management

You can enter the Customer Management page by clicking Quotation/Consultation > Customer Management.

<figure><img src="/files/91a2c7abc57e6ad9ad26ab9208afa22a401838bb" alt=""><figcaption></figcaption></figure>

## Customer Search

### Check Customer Information

You can scroll the customer table to view customer information.

<figure><img src="/files/12e8659ac5ce4a9d7d8a218aa5e8563430895b80" alt=""><figcaption></figcaption></figure>

### Customer Search

You can search by setting search conditions and scope based on the search range and each customer's information.

You can reset the search conditions by clicking the \[Reset] button.

<figure><img src="/files/f26bcf2646c25ec22b0f7fcb4b0dfc68661dd43c" alt=""><figcaption></figcaption></figure>

### Check Customer Consultation History

Click \[Consultation List] on the right to gather and view all consultation records for that customer.

<figure><img src="/files/becd21cfcb64de3c3c37de53f80c03ac374cc171" alt=""><figcaption></figcaption></figure>

## Customer Edit

Click \[Edit Customer Information] on the right to edit that customer's information.

<figure><img src="/files/391be6f8632defb5aabc2bc9dc8720fc92418a22" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.archisketch.com/guide/enterprise-en/quote-consultation/manage-customer.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.