Corrected documentation to match actual customer management interface:
Customer Fields:
- Only customer name and active status (no contact fields)
- Customer name is not clickable
- Edit and Delete buttons on right side (no "Actions" column)
Edit Customer Dialog:
- Modal dialog with customer name and active checkbox
- Autotask mapping integrated in same dialog (not separate button)
- Search Autotask companies field with Search button
- Set mapping (blue), Refresh status (gray), Clear mapping (red) buttons
- Current mapping display with sync status timestamp
- Cancel and Save changes buttons
New Customer Interface:
- Simple form at top of page
- Only name field and Active checkbox
- Add button to create customer
- Browse... button for CSV file selection
- Import CSV and Export CSV buttons
- Refresh all Autotask mappings button
Added Screenshots:
- edit-customer.png: Shows edit dialog with Autotask mapping interface
- new-customers.png: Shows customer creation and CSV import/export controls
Removed incorrect information about contact person, email, phone, notes fields.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Ivo Oskamp
5700f795e4