{% extends "base.html" %} {% block title %}My Customers{% endblock %} {% block content %} {% set me_page = 'customers' %}

🏒 My Customers

Define who depends on your work. Your AI assistant uses this to prioritize briefings, surface relationship nudges, and frame communications for each audience.

🌟 Your Service Promise β“˜
{% if team_mission %}

{{ team_mission }}

{% else %}

You haven't defined your purpose yet. Go to Profile β†’ Your Purpose to add a service promise statement.

{% endif %}
{% for ctype in ['customer','stakeholder','peer','boss','direct','vendor','other'] %} {% set icon = customer_type_icons.get(ctype,'πŸ“Ž') %} {% set label = relationship_labels.get(ctype, ctype) %} {% set desc = customer_type_descriptions.get(ctype,'') %} {{ icon }} {{ label }} {% endfor %}
{% set grouped = {} %} {% for c in customers %} {% set t = c.relationship_type or 'other' %} {% if t not in grouped %}{% set _ = grouped.update({t:[]}) %}{% endif %} {% set _ = grouped[t].append(c) %} {% endfor %} {% if customers %} {% for ctype in ['customer','stakeholder','boss','direct','peer','vendor','other'] %} {% if ctype in grouped %}
{{ customer_type_icons.get(ctype,'πŸ“Ž') }} {{ relationship_labels.get(ctype, ctype) }} {{ grouped[ctype]|length }}
{% for c in grouped[ctype] %}
{{ c.name }} {% set h = health_data.get(c.id, {}) %} {% set hstatus = h.get('status', 'green') %} {% if h.get('label') %}{{ h.get('label') }}{% endif %}
{% if c.title %}
{{ c.title }}
{% endif %} {% if c.org %}
{{ c.org }}
{% endif %} {% if c.email %}
{{ c.email }}
{% endif %} {% if c.expectations_json %} {% set exp = c.expectations_json | tojson | fromjson if c.expectations_json is string else c.expectations_json %} {% if exp and exp != '{}' %}
{% for k, v in (exp.items() if exp is mapping else {}.items()) %} {% if v and k != 'commitment_date' %}
{{ k | replace('_',' ') | title }}: {{ v }}
{% endif %} {% endfor %} {% if c.commitment_date %}
Renewal: {{ c.commitment_date }}
{% endif %}
{% endif %} {% endif %}
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{% endfor %}
{% endif %} {% endfor %} {% else %}
🏒

No customers added yet.

Add your first customer to help the AI understand who you serve.

{% endif %}
Add Customer / Stakeholder
{% include "includes/iqe_query_widget.html" %} {% endblock %}