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Documentation Index

Fetch the complete documentation index at: https://docs-bo.clear-gate.com/llms.txt

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Role access: Admin and Editor roles can manage customers. Users do not have access.

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Overview

The Customers section manages customer accounts and their associated branding information. Customer data is used in report generation and the customer portal. Customers list

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Customers List

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Table Columns

ColumnDescription
Name (English)Customer name in English
Name (Hebrew)Customer name in Hebrew
Preface (English)Status badge — Set or Not Set
Preface (Hebrew)Status badge — Set or Not Set
LogoStatus badge — Set or Not Set

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Actions

ActionIconDescription
ViewEye iconView customer details
EditPencil iconEdit customer information
DeleteTrash iconDelete the customer (with confirmation)

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Filtering & Pagination

  • Pagination — select 10, 25, 50, or 100 entries per page
  • Refresh — reload the list

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Customer Details

Each customer record includes:
  • Name (English) — customer name for English reports
  • Name (Hebrew) — customer name for Hebrew reports
  • Preface (English) — introductory text for English reports
  • Preface (Hebrew) — introductory text for Hebrew reports
  • Logo — customer logo for report branding
Customer detail view

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Editing a Customer

1

Click Edit

Click the pencil icon on the customer row.
2

Update fields

Modify the customer name, preface text, or upload a new logo.
3

Save

Click Save to update the customer record.
Edit customer form

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Bilingual Support

Customer names and preface text support both English and Hebrew. Both languages should be filled in to ensure correct report generation in either language.