Customer Referral Sources can be customised by an admin user through the Account > Codes menu. For more information, see How can I customise system codes?
Customer Statuses can be customised by an admin user through the Account > Codes menu. For more information, see How can I customise system codes?
BizDiary has a built in mail-out feature, but sometimes you need to send an email to a distinct group of customers. This article provides some tips on how to do this successfully.
For many businesses customers will have one person who takes responsibility for their care.
In Customer records (and Personnel too), you'll see a non-editable field called MSISDN. This is simply a technical term for a standardised version of the mobile phone number.
To find out when a customer record was created, check the History.
To find out who created a customer record, check the History.