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GuidesCustomers & Properties

From Customers (/customers), Add Customer opens a drawer (apps/web/src/app/(authenticated)/customers/add-customer-drawer.tsx) where you pick a record type (Customer, Contact, or Company; CustomerRecordTypeValue in apps/web/src/lib/customers/customer-name.ts) and fill in name, email, phone, and description. A Customer record also requires a complete address, which creates its first Property in the same submit; Contact and Company records may skip the address entirely. The drawer runs live duplicate detection as you type (useDuplicateCheck) and can link the new record to a Parent Customer.

TODO(owner, likely product): write the full guide covering the duplicate- detection alert's exact trigger conditions, the Parent Customer/billing- contact-suggestion relationship, and what changes when a Customer is created from within a Lead conversion instead of directly from /customers (compare against Create a lead).

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