> 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-jp/quote-consultation/manage-customer.md).

# 顧客管理

顧客管理は、相談の対象となる顧客を個別に照会・管理できるページです。

## 顧客管理画面に入る

見積もり/相談 > 顧客管理をクリックして、顧客管理ページに入ることができます。

<figure><img src="/files/f06124fbe8dd1a47fc7b5a8b0ab255b48e902547" alt=""><figcaption></figcaption></figure>

## 顧客照会

### 顧客情報の確認

顧客テーブルをスクロールして顧客情報を確認できます。

<figure><img src="/files/38b7c5088e3edc2fbdf7d1d7ad0baf4222fcdb26" alt=""><figcaption></figcaption></figure>

### 顧客検索

検索範囲と各顧客情報に基づいて、検索条件および範囲を設定して検索できます。

［初期化］ボタンをクリックして検索条件をリセットできます。

<figure><img src="/files/dfd0ea7df5c1ae54ba1266bbefa885c181352975" alt=""><figcaption></figcaption></figure>

### 顧客相談履歴の確認

右側の［相談リスト］をクリックして、該当顧客のすべての相談記録をまとめて確認できます。

<figure><img src="/files/3edf665db145e8d68b1daada788248ec92721be9" alt=""><figcaption></figcaption></figure>

## 顧客修正

右側の［顧客情報修正］をクリックして、該当顧客の情報を修正できます。

<figure><img src="/files/1522188556bd6fe68814a9afa6ab093eb21611a7" alt=""><figcaption></figcaption></figure>


---

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