Understanding the Customer's Tab

In this article, you'll learn how to navigate and understand the Customers tab.

Step 1:

Start by clicking on the Customers tab on the left-hand side of your screen.

Step 2:

Choose a customer to view their details. To do this, highlight the customer's name and double-click.

Step 3:

You'll see a section for Customer Notes. Here, you're able to record any interactions you've had with the customer.

Step 4:

Look for the sections for Samples and Upcoming Tasks. You'll also find a Measurements section, where you can view any measurements set up for the customer.

Step 5:

Check out the Emails and Text Messages sections. Here, you'll find records of any emails or text messages sent to the customer.

Step 6:

Use the Documents section to upload any relevant documents for your customer. If the customer has multiple contacts or addresses, add them in the respective sections.

Step 7:

Find any measurements you've taken under the Measurements tab.

Step 8:

Navigate to the Quotes or Invoices tab to view any quotes or invoices related to the customer.

Step 9:

The Work Orders, Payments, and Credit Card Info sections hold information about work orders, payments, and stored credit card information respectively.

Step 10:

If you need to update or edit the customer's details, click on the Edit button.

Step 11:

A menu will appear with various tabs. Each tab represents a different section within the customer's profile.

That's all there is to understanding the Customers tab. We hope this guide has been helpful. Enjoy your day!