Customer Master

Customer Master is the screen for registering and managing your target customer companies.
Registered customers serve as the foundation for Contact management and Project creation.

Location: Sidebar → Sys Module Master → Customer

Screen Layout

Customer Master uses a 2-panel layout.

Left Panel: Customer List

Header Features

• Excel Button — Exports the current list as an Excel file (.xlsx).
• Search All... — Keyword search across all fields.
• Active Count — Displays the number of currently active customers.

Table Columns

Filter Row

Inline filters are displayed below the table header:

• Name — Filter by customer name
• Industry — Filter by industry
• Active — Active/Inactive dropdown filter (All / Y / N)

Row Selection

When you click a customer row in the list:

1. The row is highlighted.
2. The right form switches to edit mode.
3. The selected customer's information is automatically populated in the form.

Right Panel: Input/Edit Form

Form States

Field Descriptions

Company Profile Section

Details Section

Operations

Create Customer

1. Confirm the right form is in the "New Customer" state.
   (If in edit mode, click the Reset button at the top to initialize.)
2. Enter Company Name (required).
3. Enter remaining fields (Website, Industry, Region, Notes) as needed.
4. Click the Save button at the top.
5. Code is automatically generated in the "CUST-NNN" format.

Update Customer

1. Click the customer to edit in the left list.
2. The right form switches to "Edit: Customer Name" mode.
3. Modify the desired fields.
4. Click the Save button at the top.

Delete Customer

1. Click the customer to delete in the left list.
2. Click the Delete button at the top.
3. A confirmation dialog appears.

⚠️ Delete Restrictions:

The customer cannot be deleted if any of the following conditions are met:

• Contacts are registered under the customer.
• Projects are linked to the customer.

In this case, you must first delete or move the related contacts and projects.
Alternatively, it is recommended to set the Active toggle to OFF instead of deleting.

Reset Form

Clicking the Reset button at the top:

• Returns the form to the "New Customer" state.
• Deselects the highlighted row in the list.
• Clears all input values.

Customer Code Auto-Generation Rules

When a customer is first registered with the Code field left empty, it is automatically generated:

• Format: CUST-NNN (e.g., CUST-001, CUST-002, ...)
• Sequential numbering is managed per Company.
• Assigned as the maximum existing code number + 1.
• Once generated, the code cannot be changed (read-only).

Data Relationships

Data registered in Customer Master is linked to the following screens:

Customer
├── Contact — Manage contacts per customer
│   └── Contact Activity Timeline — Activity history per contact
├── Project — Sales projects per customer
│   ├── Activity Board — Activity records per project
│   └── Bayesian Analytics — Probability calculations
└── Customer Activity Timeline — Overall activity history per customer

Header Buttons (Global Actions)

💡 Industry & Region Registration is Strongly Recommended

⚠️ Next Version Preview: Industry-Specific Bayesian Analysis

The next update of EXAWin will introduce industry-differentiated Bayesian analysis.
The same sales signal can have a different impact on win probability depending on the industry.
For example, "Budget Confirmed" is a strong positive signal in manufacturing, but may be a relatively routine procedure in the technology industry.

Customers without an Industry will be excluded from industry-specific analysis, and their project probability calculations will only be performed using the generic model.
This results in lower precision, and the quality difference in analysis becomes significant as data accumulates.

• Retroactive application — If you register the Industry for a customer now, when industry-specific analysis is activated in the future, existing activity data will automatically be reflected in the industry-specific model.
• Region is similar — Region information will also be used for regional market characteristic analysis in the future. If registered in advance, you can benefit from the analysis immediately without needing a separate data cleanup effort later.
• Data is an asset — Investing 5 seconds today to enter Industry and Region will dramatically improve future analysis quality. Conversely, batch-updating hundreds of customers later requires significant time and effort.

💡 Tip: Don't leave Industry and Region blank when registering customers.
The difference may not be visible now, but as data accumulates, it creates a decisive difference in analysis precision.

Important Notes

1. Company Name is a required field. It cannot be saved if left empty.
2. Code is auto-generated and cannot be manually edited.
3. Even if a customer's Active status is set to OFF, existing linked projects and contacts are maintained. However, inactive customers do not appear in the selection list when creating new projects.
4. It is recommended to deactivate rather than delete a customer. Deletion is irreversible, and deletion is not possible if there are related data (contacts, projects).
5. Excel export is based on the filtered results currently displayed on the screen.