Summary
In short
- A customer register is a register used in General that holds every customer you supply, with their specifications, audit requirements and complaint history reference. It is built against ISO 9001 cl.8.2 and forms part of the Master Data and Foundations programme.
- Set up once and updated as accounts change. Maintained by commercial with quality.
- The template holds 34 fields across 3 sections, with customers repeating for each entry.
- Scoring is records complete, where high is good.
- ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable.
- It connects to the rest of the library: feeds Complaints, Traceability, Specifications.
What it is
What it is
What is a customer register?
A customer register is a register used in General that holds every customer you supply, with their specifications, audit requirements and complaint history reference. It is built against ISO 9001 cl.8.2 and forms part of the Master Data and Foundations programme.
When is a customer register completed?
A customer register is completed once at set up, then whenever an entry is added, changed or retired. Set up once and updated as accounts change.
When to use it
When to use it, and when not to
This register is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this register covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form CUST-2026-000
- You are running the Master Data and Foundations programme and this is one of its steps
- A linked record needs this one to exist: feeds complaints, traceability, specifications
Not for
- Site and Location Register, which holds every site, building, area and zone your organisation operates.
- Asset Register, which holds every piece of equipment, machine, vehicle and tool you track.
- Worker Profile, which holds a record for each worker, including role, department, site and start date.
- Anything outside General, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 9001Quality management systems
The international standard for consistently meeting customer and regulatory requirements. Certifiable.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the customer register template based on?+
It is built against ISO 9001 cl.8.2. ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the customer register contain?+
There are 3 sections: header, customers, register health. Together they hold 34 fields, 24 of which are required.
How often is a customer register raised?+
A new record is raised once at set up, then whenever an entry is added, changed or retired. Each one is given an ID in the form CUST-2026-000, so it can be traced and referenced from other records.
Which programme does the customer register belong to?+
It is part of Master Data and Foundations, Customer and Carrier Onboarding. One place for each thing, so a change updates everywhere rather than in eight lists.
How is a customer register scored?+
Scoring is records complete. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the customer register template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the customer register library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in General — control tower. The orchestration layer. Registries and engines every other workspace reads from.
Meet General→Sources
Sources
- ISO 9001 — Quality management systems
- ISO — International Organization for Standardization