All client details are stored under the Thirds tab — this is your TravelMind address book for customers, suppliers, and contacts.
E
very file must link to an existing customer record.
📌 Screenshot: [Customer profile screen placeholder]
How to create a new customer
Open the Thirds tab.
Click New Customer.
Fill in the main fields:
Name and surname
Address (street, postal code, city, country)
Email address
Phone number
Language (optional but recommended)
Click Save 💾.
💡 Tip: Always check if the customer already exists before creating a new one to avoid duplicates.
How to edit an existing customer
Go to the Thirds tab.
Search for the customer by name or email.
Click the record to open it.
Update any details (address, email, etc.).
Click Save.
⚠️ Important: Updating a customer here automatically updates all linked files.
When to create separate records
When the same client books both personally and through a company
When two family members pay separately for the same trip