Databases

• Jasper stores your customer information in a database. You can have multiple databases for storing different sets of customers. For example, if you run more than one business.
  
• The database/s are stored on your device, NOT on a server. If your device is lost or you delete the file, your customer data will be lost too. Therefore, it is important to use the Jasper backup feature to keep your data safe.
• ✅ See the Backups section of this guide for a full guide on keeping your data safe.

Android

• On Android, your database/s are stored in Jasper's application storage. This means Jasper does not require any special access to your device to work.
• ⚠️ However, if you uninstall Jasper, its application storage, containing your databases, will be deleted with it.
• Jasper's backup feature makes it easy to keep your data safe.

Desktop (Windows, Linux)

• On desktop, you can store and open a Jasper database anywhere on your device.
• Each database is a folder, containing all customer information within it.

Customers

The core purpose of Jasper is to store customer details. Each customer record has fields where you can record information.

Current fields and their suggested uses:

• First name: First name of the customer/contact
• Middle name: Middle name of the customer/contact
• Last name: Last name of the customer/contact
• Preferred name: Name that the customer/contact wishes to be used in communications
• Title: Title to address the customer (eg. Mx, Ms, Mr)
• Pronouns: The pronouns of the customer/contact
• Phone: Primary contact number of customer
• Extension: Extension of phone number if necessary
• Mobile: Mobile number contact
• Email: Primary contact email
• Additional contact details: Any extra information to note when contacting. This could include:
• any out of hours contact details or number
• any specific notes about how or when a customer should be contacted
• Company: The company this customer/contact is associated with
• Department: The department of the customer/contact
• Address 1: Address information
• Address 2: Address information
• Address 3: Address information
• City: City of the customer
• State: State of the customer
• Postcode: Postcode of the customer
• Country: Country of the customer
• Scratchpad: Any extra uncategorized and undated information related to this customer/contact (see customer notes feature for dated information)

Customer search

• All your customers are shown in the customer list view (left hand side below).
• Use the search bar to filter the list. You can search on any field or tag.
• The search is NOT case sensitive.

Notes

Notes are a way to keep track of extra dated information related to a customer.

• A note is a piece of text stored with the date it was written.

To create a new note, press the green "Add note" button.
You can use notes for storing any text notes related to that customer (a common use is keeping a customer contact log).

Tags

• Each customer can also have associated tags.
• You can use tags to group customers into easily searchable groups. This is great for grouping customers that:
• purchase a certain product
• want to be contacted when a new product is released.
• The tag edit window shows all created tags. You can enable/disable tags for a customer with the check boxes.
• To create a new tag, type the tag name into the search bar, and press create.
• Editing a tag's name field will apply the name change to all customers with that tag.



• All tags place on a customer will show at the top of their page.



• To find all customers with a particular tag, search for the tag name in the customer search.

Reminders

Reminders are used to keep track of tasks related to customers.

• Each reminder contains a title, extra text and a due date for the customer it is associated with.
• Upcoming reminders for all customers are shown in the reminders view, sorted by due date.
• When you complete a reminder, tick the actioned box to mark it as done. It will disappear after eight hours.
• Reminders that are due today are shown in red.
• Reminders that have already been completed are shown in blue.
• Click or tap on a reminder to open its attached customer.
• ⚠️ Reminders are only shown inside Jasper. They DO NOT notify you or appear when the app isn't open.

Backups

• Jasper databases are stored on your device - if your device is damaged, corrupted, or you accidentally delete the database, you will lose your data.
• This risk is easily mitigated with Jasper backups.
• As a Jasper user, you are responsible for keeping your data safe.
• You can manually create a backup with the "Create a backup" button in the side menu.



• Backups are NOT encrypted, so ensure you keep the files secure.

Backup frequency

• When you create a new database, you will be asked how often you want to backup (this can always be changed later in "Database settings").
• To decide on the best backup frequency, think of the maximum number of days worth of file changes you would be comfortable losing.
• If you are entering critical customer data reguarly, you may want to backup every day or weekly.
• If you only change your database twice a month, you may be happy only backing up monthly.

Where to store backups

• When you create a backup, you will be prompted for a location and name to save the file.
• We very strongly advise against storing it on the same device as your database.

• Some possible backup locations include:

  • Google Drive
  • One Drive
  • A USB stick (or similar), kept in a safe location

Restoring from a backup

• You can import a backup file by pressing "Import database" and selecting the previously backed-up file.
• You will be asked for a name (and, on desktop, a location for the new database) - this name will be given to the restored Jasper database.
• Jasper will then open the restored database.