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!