Synova Connect

Managing customers

Learn how to add, view, edit, filter, sort, and delete customer records in your Synova Connect CRM.

This guide covers how to view, edit, filter, and organize your customer records in the Synova Connect CRM. You'll find these tools under My Customers (CRM) in your dashboard.

Adding a customer manually

  • Open My Customers (CRM) from your dashboard.
  • Click the Add button in the top-right corner of the actions bar.
  • Fill in the customer's details in the form that appears — including phone number, name, email, and any custom fields you have configured.
  • Click Save to create the record.

Viewing customer details

Click on any customer record from the Sheet, Board, or List view to open their details. The customer detail panel includes:

  • Details — view and edit all customer fields, including custom fields
  • Call Logs & Intake Forms — listen to call recordings, read transcripts, and view completed intake forms
  • Text Logs — review text message conversations
  • Chatbot Logs — review chatbot conversations

To edit a customer's information, open their detail view and update the fields directly on the Details tab.

Switching between views

The CRM provides three view options, accessible from the toggle buttons in the actions bar.

Sheet view

The default view. Displays all customers in a spreadsheet-style table with sortable columns. Each custom field appears as a column. You can edit field values inline by clicking directly on a cell. This is the best view for reviewing and updating large amounts of data at a glance.

Board view

A kanban-style view that groups customers into columns. When in Board view, use the Group by dropdown to select which field to group by (for example, grouping by Lead Source shows columns for each source like "Phone Call," "Text," etc.). Clear the grouping by clicking the X next to the selected field name in the group-by dropdown.

List view

A compact row-based view that shows key customer information in a condensed format.

Sorting records

  • Click the SortBy dropdown in the actions bar.
  • Choose the field to sort by (for example, Created At, or any custom field).
  • Toggle between Asc (ascending) and Desc (descending) by clicking the sort direction button.

Filtering records

To build a filter, click the Filters button in the actions bar to open the Advanced Filter Panel, then:

  • Choose a field, an operator (such as equals, contains, starts with, is empty, etc.), and a value.
  • Add multiple conditions and group them with AND/OR logic.
  • Click Apply to filter your contacts.

Saving a filter view

After applying filters, you can save them as a named view for quick access:

  • Open the filter panel and configure your filters.
  • Enter a name for the view and click Save View.
  • The saved view appears as a pill in the Views bar below the tabs.

Managing saved views

  • Click a saved view pill to apply its filters instantly.
  • Click the X on a saved view pill to delete it (you will be asked to confirm).
  • Click All Customers to clear all filters and return to the full list.

When filters are active, an Active Filter Bar appears showing the current view name and active filters. From here you can use Edit to reopen the filter panel and modify the filters, Clear to remove all active filters, or Save to save or update the current filter view.

Deleting a customer

Open the customer's detail view and use the delete option to remove the record. You will be asked to confirm before the record is permanently deleted.

Bulk actions

In the Sheet view, you can select multiple customers using the checkboxes and delete them all at once. A confirmation dialog shows how many records will be deleted before you proceed.

Deleting customer records is permanent. Review the confirmation dialog's count before you delete in bulk.

Pagination

When your CRM contains many records, pagination controls appear at the bottom of the view. You can change the page size and navigate between pages.

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