Skip to content
Open Textory

HomeBlogHow-to

Manage customer lists, access and exported files

Keep only what you need

Decide which customer details are necessary and who should access them. Account access, lost devices and staff changes all need a practical review process.

Manage exported copies

An exported spreadsheet contains customer information outside the service. Define where it is stored, who can receive it and when it should be removed. Avoid uncontrolled copies with outdated numbers or opt-out states.

Verify certification claims

Check the legal entity, covered service, scope and validity on an actual certificate. Textory has passed ISMS certification from the Korea Internet & Security Agency (KISA). When certification is a procurement requirement, ask for the evidence in the chat at the bottom right.

Continue with the guide

Official references

Related guide

Add a single contact

Name, phone number and memo · 5 steps

Open guide

Keep reading

Still stuck?

Search guides, blog posts and features at once.

Frequently asked questions