> For the complete documentation index, see [llms.txt](https://eohelp.weaver.com.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://eohelp.weaver.com.co/app-studio-new-application/1-new-application-customer-management.md).

# 1 New application - Customer Management

## 1 Click “New Application”&#x20;

to create a new application, and fill in basic information accordingly

<figure><img src="https://lh5.googleusercontent.com/gU59LpdD59UhfYC8w8GeFjvYEq22uvben1WB5p4mwdCew3bXX5EB4YzdlKYoxqrt-dyAYfD-SODiI2JTOHWJhzJYMNtJ4ln92YlGmjZt1CLh66R1Nxdw2FCWzn4H4Ats66EbYKcrQfirbi0lSgrTipE" alt=""><figcaption></figcaption></figure>

## 2 A new application “CRM” will be created like below

<figure><img src="https://lh6.googleusercontent.com/5fiL9PSz-e2Le52Kl9PGzDZyXvVNiKwmAHqztXTzEVYO-wDBbpLGAESHYwHzBx7gEO1zK_YRIB2Bn0fIV_rIsjXtS082-3sYRPewqZnMHXhMGuaECVSshi-cfw_SrbHmQ2Hh06PLU8aOAyjxejnMsCY" alt=""><figcaption></figcaption></figure>

## 3 Click the CRM application, to start create some modules and approval flow in system

<figure><img src="https://lh5.googleusercontent.com/moIp6_c13KEaZ74BlxGyqqoqCV6Y_UZP4wbAfkV3ihd1qdMMDTrS3c7aA4Ll-FjX8Cj92QU0_71YMehKtpe5o6NbRQb3og_5IHGAO9puV5WjUUH0xWM-G3cf01hi--RFqaUTbhrA-duVkM0z4U1BPnA" alt=""><figcaption></figcaption></figure>

## 4 Like we need a master table for customer information, so we should choose Module to create a module - “Customers”, and fill in basic information, choose blank, then you could design the customer fields

<figure><img src="https://lh4.googleusercontent.com/QEvUVGUKQRGjk6r1LFAJBub72d9uHXgVrYatrDt_bh_-Qpo9DN9QznaW17c-EG9yCKn_MqpzKwYr7Zdiqa3W_1pOLcugmALk-aEeT7FhASu-f6QQhOwBIhsCTwGQAXQ2UzLAQGj6DcmSaKhtjC1VLio" alt=""><figcaption></figcaption></figure>

## 5 You will have an designer page to create customer basic information

1. On the left side, which are common used control
2. On top, there are list of operation for this module
3. On the right side, you could edit the form field properties

<figure><img src="https://lh5.googleusercontent.com/hzJ_OWKBEQhCxyWycq2ig-5MxDk0HlnNa-SYHm9whvmKs_Mr7FHWvQ5_TtiZRCX172rt7G8X8q5X29gVSF-nqmksvpVre_lvlxzPctvirmkIA4iSr7Mg2i8uUU4bagXqW9M3nsEgG0vUYZxAyoJGiZo" alt=""><figcaption></figcaption></figure>

## 6 Based on requirement, create a customer information master table, include basic information and a repeat table for contact person

<figure><img src="https://lh3.googleusercontent.com/4Ps_27hNKU18gQfNluZK2iAosaBdpFQglK317Cdp3l2h6_poNR6-n5tXewnSYk5TEOfcYxAtWariiGr75ypdzc8B3Ov_MyrTKOmUaGqjZofg7cQ3GpPDSL1mmVjy86_5BIWW7qh6i_aUyU8k4Uw4ws0" alt=""><figcaption></figcaption></figure>

## 7 Preview the customer information directly (Web mode and Mobile mode)

<figure><img src="https://lh6.googleusercontent.com/j4D3S_W2KcQJd0IgYByAEfCFUjn_59Xtd6KomtOhqTKvb4YNSUiVDgdrmKi6FvmAJZkaBeTDOC3Wuno72U3AcIEtT1xiPAXij2sE5aFBlfbKAcQeS4fP17zLOD0NdGccgDpk7V0PKzt2XooUaiPmSbQ" alt=""><figcaption></figcaption></figure>

## 8 Base on current customer information, create a customer list report, which is a summary report for all customers

<figure><img src="https://lh4.googleusercontent.com/Ivzy-bvHQ14m80Pjmx97grpryEyWv-7w4QTxNXBm0yeQ1ghs1AlUsuMDOeDraRHYH2P4q4WA5kf4jjVtiBbxzA8OP7UGDH-yjzZPd_eABd7p3bVg-FKf7-kVE90iGVMHiqxdo6P_vB4pV_i1uP5Sft4" alt=""><figcaption></figcaption></figure>

## 9 Add some statistic here, like total customer, base on different status…

<figure><img src="https://lh5.googleusercontent.com/rx7IHA4hjxmoJDy9O5ywFofs6j6ra0J4r4taRZX0cFJTnlXLJXnfb6RlFleE83CWa5pQH9l369Qr3RsGujOvF5ReoiwCYXAvrCt1W6OuGd8oqjQ7PKhEvIOwt14lMSHukuJf18uLCwesXU34LcP3ta8" alt=""><figcaption></figcaption></figure>

## 10 Data verification help to valid the data before submission

<figure><img src="https://lh6.googleusercontent.com/_djdHB0OgZAG03r95kpwX_6jHJrFXGEgJRaAP-Izp479vdejZ3YJMOWwBfB-1rP2pOTrs3BhOcNwVU5BvwkmpG88KXgCvx3s4flFLWUfoQUaV0tTBzPogevSk0MqwuldeRGE9PTOw6Q4XJUj7XIb5PI" alt=""><figcaption></figcaption></figure>

## 11 If you data need collect from external or public, you could use the share link to collect data from public

<figure><img src="https://lh4.googleusercontent.com/mMcsYFGb-sxYuJh6jPMjQMS_YbX5GPyx90hVIyCTB2VHOMuEvgEihMgqomCpV3cVUu3qAmGTZiSBTSx4Z2AYaYbveHjLNeD0-H6-OiBqEWXDQBvbrUNSz9J2nyKBjGbChXyQTwnUph3Yazk-g9OItsQ" alt=""><figcaption></figcaption></figure>

## 12 Preview your customer information module

<figure><img src="https://lh3.googleusercontent.com/1SrC8oy5m2TIHKZFms1Pexuh4fuV-qlXL7ZlsqT3Ac0E6MAhWC_D96My1_K2lISZwKg28CiQnJ3eGApoqDs78kRVcXaqhD9qLNn_cyY5iPPQ2EbtyBCRqNyJf1xvWG4Jjz4eAwZREGkMg7cWi8flZOs" alt=""><figcaption><p>Click preview to view application lively</p></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/S2bhyjiTR9b2sdCZCNGIOR3LoQ2AcOJq00OGUaY31Dniz3tOGTObBwnRRIHe06N7K7qXiQYkhgAtSieGs0jttrMMgjdr5MEoWvz-NPPWyEvIBpMdg_9Z_TWOTJ7_Lw0HZYL2UWeP_vGB8n-KBM9M4vY" alt=""><figcaption><p>Add new customer information </p></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/Nn9xZGC8XjeWmaM2ofGoy6TupJVpCqV0RGwMTm6-gWS3mlriOJJTjOV4qamQIEjAsgVoPgqI_oRUyYLiZc-oyAtZCHbRpdTmGwAtw5uTA0PrB2Ydsy2RqA4kfinu_fmJM7KhZYJMEreqIUF3bJz0Z5I" alt=""><figcaption><p>Summary customer list report</p></figcaption></figure>

\ <br>
