How to manage customers in Bubble

Go to the Data tab and create a new Data Type called Customer. Add these fields: first_name (text), last_name (text), email (text), phone (text), company (text), status (text — active, inactive, lead), source (text — referral, website, ad), notes (text), tags (list of text), created_by (User), and last_contacted (date). If your customers are also app users, add a user_account field (type User) to link the Customer record to a User account. This separation lets you manage customer data independently of login accounts.

Create a new page called 'customers'. Add a Group at the top with Row layout containing: a Search Input (placeholder: 'Search customers...'), a Dropdown for status filter (choices: All, Active, Inactive, Lead), and a Button labeled 'Add Customer'. Below this group, add a Repeating Group with type Customer. Set the data source to Do a Search for Customer with constraints: first_name contains Search Input's value OR last_name contains Search Input's value OR email contains Search Input's value. Add an Only when condition on the status constraint: Dropdown's value is not 'All'. In each RG cell, display the customer's name, email, company, status (with colored badge), and last contacted date.

Create a Popup element called 'Popup Customer Form'. Inside, add Input elements for each Customer field: first_name, last_name, email, phone, company, a Dropdown for status, a Dropdown for source, and a Multiline Input for notes. Add Save and Cancel buttons. On the Save button, create a workflow: if creating a new customer, use Create a new Customer and set all fields from the inputs. If editing, use Make changes to a thing (the customer stored in a custom state on the popup). Wire the 'Add Customer' button on the list page to show the popup with empty inputs, and add an Edit icon in each RG cell that shows the popup pre-filled with that customer's data via Display data in a group.

Create a new page called 'customer-detail' with a content type of Customer. Use the URL slug to load the correct customer (the page data source is automatically set when navigating with Go to page and sending data). At the top, display the customer's name, email, phone, company, and status in a profile card Group. Below, create a Data Type called Interaction with fields: customer (Customer), type (text — call, email, meeting, note), description (text), date (date), and logged_by (User). Add a Repeating Group on the detail page showing all Interactions where customer = Current Page's Customer, sorted by date descending.

On the customer detail page, add a Group below the profile card with Row layout containing: a Dropdown for interaction type (Call, Email, Meeting, Note), a Multiline Input for description, and a Log Interaction button. Create a workflow on the button: Create a new Interaction with customer = Current Page's Customer, type = Dropdown's value, description = Input's value, date = Current Date/Time, and logged_by = Current User. After creation, also update the Customer record: Make changes to Current Page's Customer → set last_contacted = Current Date/Time. Reset the inputs after saving.

On the customer detail page (or the edit popup), add a Multi-dropdown or a tag input for the tags field. To add a tag, create a workflow that uses Make changes to Current Page's Customer → tags add [new tag value]. To remove a tag, use tags remove [tag value]. On the customer list page, add a tag filter: another Dropdown or Multiline Input where the user enters a tag. Add a constraint to the Repeating Group search: tags contains Dropdown Tag Filter's value (use Ignore empty constraints so it shows all customers when the filter is blank).