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Manage Customers

Track and manage your customers, their contact information, and business details in WatchTower. Customers represent the business entities that own or are associated with organizations and accounts.

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Adding a Customer

Create a new customer record in WatchTower.
  1. Navigate to Customers and click Add Customer
  2. Complete the 3-step wizard:

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Step 1: Customer Information

  • Customer Name (required) - Business or customer name
  • Industry - Business sector (e.g., Technology, Finance, Healthcare)
  • Business Type - Select customer category:
    • Enterprise - Large enterprise customers
    • SMB - Small and medium business
    • Startup - Startup companies
    • Government - Government entities
    • Education - Educational institutions
    • Healthcare - Healthcare organizations
    • Other - Other business types
  • Website - Customer website URL
  • Status - Customer status:
    • Active - Current active customer
    • Inactive - Inactive customer
    • Prospect - Prospective customer
    • Former - Former customer

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Step 2: Contact Information

  • Primary Email - Main contact email address
  • Primary Phone - Main contact phone number
  • Primary Contact - Name of primary point of contact
  • Address - Customer business address:
    • Street address
    • City
    • State/Province
    • ZIP/Postal code
    • Country

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Step 3: Custom Attributes

Add any custom fields or notes specific to your business needs:
  • Custom key-value attributes
  • Internal notes and documentation
  • Additional metadata
Click Create Customer to finish.

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Viewing Customers

Navigate to Customers > List to see all customers. The list shows:
  • Customer Statistics by business type (Enterprise, SMB, Startup, Government, Education, Healthcare, Other)
  • Search by customer name, website, contact email, phone, or point of contact
  • Customer Details including:
    • Customer Name
    • Industry
    • Business Type
    • Website (clickable link)
    • Status (color-coded badge)
    • View and Edit actions
Click View to see full customer details including all contact information and custom attributes.

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Editing a Customer

  1. Navigate to Customers > List
  2. Click Edit next to the customer
You can update:
  • All customer information fields
  • Contact details and address
  • Business type and status
  • Custom attributes and notes
Click Save Changes when finished.

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Customer Statistics

The customer list displays interactive statistics cards:
  • Click any statistic to filter customers by that business type
  • Enterprise - Enterprise customers
  • SMB - Small/medium business customers
  • Startup - Startup customers
  • Government - Government entity customers
  • Education - Educational institution customers
  • Healthcare - Healthcare organization customers
  • Other - Other customer types

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Search and Filter

Search across multiple fields:
  • Customer name
  • Industry
  • Business type
  • Website
  • Email
  • Phone number
  • Contact name
Filter by business type using the statistics cards. Combined: Search operates on filtered results for refined queries.

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Customer Status

Track customer lifecycle with status indicators:
  • Active (Green) - Current active customer relationship
  • Inactive (Red) - Customer not currently active
  • Prospect (Blue) - Prospective customer in sales pipeline
  • Former (Yellow) - Former customer

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Use Cases

For MSPs:
  • Track all customer organizations and accounts
  • Maintain customer contact information
  • Document custom requirements per customer
  • Link organizations to customer records
For Consultants:
  • Manage project-based customer relationships
  • Track engagement status (Active, Prospect, Former)
  • Store customer-specific notes and requirements
For Enterprises:
  • Track internal business units as “customers”
  • Manage subsidiary or department information
  • Maintain organizational hierarchy

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Best Practices

Naming:
  • Use consistent naming conventions
  • Include legal entity names when applicable
  • Use clear, searchable names
Contact Information:
  • Keep primary contact information current
  • Update status when customer relationships change
  • Use custom attributes for customer-specific details
Organization Linking:
  • Associate organizations with customer records
  • Use customer name in organization configurations
  • Maintain consistent customer references

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Deleting Customers

To remove a customer:
  1. Navigate to Customers > List > View
  2. Click Delete Customer
  3. Confirm deletion
Deleting a customer does not delete associated organizations or accounts. Update those separately if needed.

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Next Steps

After adding customers:
  1. Associate Organizations - Link AWS Organizations to customer records
  2. Track Accounts - Associate accounts with customers
  3. Maintain Information - Keep customer data current
  4. Review Regularly - Audit customer status and contact info

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Support

For assistance with customer management:
  • Contact WatchTower support
  • Review related documentation for organizations and accounts