Overview
A customer in Enso represents an organization or individual you do business with. Customers can have one or more entities (legal entities), each with their own details and attributes. This structure allows you to accurately model complex customer organizations and manage billing relationships.Customer Structure
- Customer: The top-level record for your client or organization.
- Entity: Each customer can have multiple legal entities (for example, different subsidiaries or branches).
- Address: Each entity can have multiple addresses (billing, shipping, etc.).
- Attributes: Entities can have custom attributes (key-value pairs) to store additional information.
Managing Customers
You can manage customers by navigating to Settings > Customers in the Enso dashboard.Entity Fields
Each entity under a customer can have the following fields:- Legal Name: The registered name of the entity.
- Alias: An alternate or short name for easy reference.
- Phone: Contact number for the entity.
- Email: Primary email address.
- CC / BCC: Additional email addresses for notifications.
Attributes
Entities can have custom attributes as key-value pairs.You can also flag an attribute as a unique identifier (such as a registration number, PAN, or any other unique value for that entity). This is useful when importing events for this customer entity—Enso can use one of these attributes instead of the Enso ID to identify the customer.
Contracts and Entities
A contract in Enso is made between one of your organization’s entities and a customer entity.For more details on setting up your organization’s entities, see One time setup.