Overview

Add locations of your customer by clicking the "Add Location" button. Note that there is a section called "Location Name" - use this to indicate a customers "billing or shipping" address, the "headquarters" or if they only have one location, you could leave this blank.
If there are multiple locations there will always need to be one "Primary Location"  - this is the address that will come up in reports, and pinned on the map. 

Add contacts to your customer by clicking the "Add Contact" button. Note the Email Status and Email Consent. Due to the CASL (canada's anti-spam legislation), this is a mandatory step in making sure that emails being sent to these contacts are NOT spam, and that you have consent to send to them. Add as many contacts as you need and just like "Locations" there will also be a "Primary Contact" which you can change. 

A list of tasks that had been assigned to that customer will be listed in the Overview. You will also be able to create Tasks from this page as well.
​Create a Task by going to Add Task > (note that customer name will auto fill) > Choose category type > Assign to (leave blank if no assignee) > Task date > Describe your task > Save
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All appointments, from all years and all seasons for this customer will be on the customer overview. Choose the appointments you wish to see by default by going to company settings > appointments (click here to learn more). 

Add and appointment from the customer view page by clicking "Add Appointment" (note that it will take you to the regular appointment add page) > fill in the information like normal. Learn more about adding an appointment here.
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Add a note to the customer page - this could be anything from describing the type of phone call you had with them (eg; asked us to call them back, the manager was not in), to whether or not they are going to make it for an appointment. This area is a good place to show what type of contact different sales reps have had with a customer, which would help to eliminate any overlap.

To add a Note: 

Sales Summary

This section of a customer view will show all sales for all brands in all years and seasons for this customer. Choose the sales year that you want to view, and by the Active $, Booked $, Cancelled $, or Shipped $. 

Click "view orders for this customer" to see a list of all individual orders. 

Add orders from this section by clicking either "Add Order Summary" or "Add Purchase Order".
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​History

View all of the customers history, including sales, appointments, notes, and who added or edited anything on the customers page. The list will be broken down by date, and will also show the time. 

Filter the History list by All Activity, Customer, Appointments, Orders, Email, and Website.
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Customer View Tabs