Orbit Customers
What this page is — the customer records in the Customer Relationship category.
What it is for — maintaining the organisations and people you actually trade with, as opposed to the prospects in leads and contacts.
The problem it solves — it is the customer list that ordering and invoicing read, so it is the
authoritative record rather than a CRM working copy. This page also explains something the URL hides:
despite living under /org/, the screen is filtered by the selected project.
Route: /org/crm/customers · Module: org_crm_customers — 5 permissions
Permission to view: Browse & View Orbit Customers records
1. An org route reading a project-scoped table
/org/, the data is per projectorg_crm_customers lives under the Customer Relationship category with an /org/ route, but it reads
project_customers — a project-scoped table. The selected project therefore filters this screen,
even though nothing about its position in the menu suggests it would.
Switch project and the list changes. An empty list usually means the wrong project, not missing data.
2. What a customer is here
| Orbit Customer | Pulse contact | Storefront shopper | |
|---|---|---|---|
| Table | project_customers | contacts | project_customers + login |
| Can log in | Only if it is also a storefront account | No | Yes |
| Scope | Project | Project | Project |
| Created by | An admin, or storefront self-signup | Conversion or import | Self-signup |
On a tenant that also runs a storefront, this list mixes records an administrator typed with accounts shoppers created themselves — the Source column reads Self signup for those. They carry real personal data and real verification state.
3. Field reference
| Column | Holds |
|---|---|
| Customer | Display name, and how the record was created |
| Code | Generated identifier, e.g. CUST-7CDE8D |
| Contact | Phone and email, with verification state |
| Loyalty | Loyalty points, where the storefront uses them |
| Status | ACTIVE and similar |
| Joined | Creation date |
4. The admin contract
| Needs | Or |
|---|---|
| A selected project | The list is empty |
| Browse & View Orbit Customers records | Access denied |
.create · .edit · .delete | Read-only |
5. Downstream
Customer records are read by the storefront for ordering and by Finance for invoicing. Editing one here affects those surfaces.
6. Don't confuse this with…
| This | Not this |
|---|---|
| Orbit Customers | Pulse contacts |
| Orbit Customers | Orbit Vendors — suppliers, not buyers |
| Customer code | Contact id |
7. Troubleshooting
| Symptom | Cause |
|---|---|
| List empty | Wrong project selected. Section 1 |
| A customer cannot log in | Only storefront accounts can |
| Verification state unexpected | Set by the storefront signup flow, not here |