Customer Details

The Customer Details page brings together the information associated with a Customer in one place. From here, you can view Customer information, recent activity, Tasks, Properties, Projects, Customer Portal access, statements, and more.

A Customer can be associated with multiple Properties and Projects. Customer Details gives you a Customer-level view across those records while keeping the details for each Property and Project organized separately.

Table of Contents

• Customer Overview
• Customer Activities
• Customer Notes & Team Communication
• Customer Tasks
• Customer Properties
• Customer Projects
• Customer Info
• Customer Portal
• Customer Statements
• Navigating Customer Details

Customer Overview

Customer Overview gives you a quick look at important information associated with the Customer without needing to open each individual section.

From the Overview, you can see:

• Most Recent Property
• Open Tasks
• Open Projects
• Recent Activities
• Customer Info

Most Recent Property

Most Recent Property displays the Customer's most recently added Property and its address.

Select the Property to open Property Details and view more information about that location.

If the Customer has multiple Properties, select Customer Properties to view all Properties currently or previously associated with the Customer.

Open Tasks

Open Tasks displays outstanding Tasks associated with the Customer.

From the Overview, you can quickly see and complete open Tasks without leaving the page.

Select the + button to add a new Task.

Select the circle with arrow icon to open the full Customer Tasks page.

Open Projects

Open Projects gives you quick access to the Customer's active Projects.

Project cards include important information such as the Project name, Property, Salesperson, Marketing information, and other Project details.

Select a Project to open Project Details.

Recent Activities

Recent Activities gives you a quick look at recent activity associated with the Customer.

Activities can include Notes, Emails, Texts, Tasks, and other Customer activity.

Select Customer Activities to view the complete Activities timeline.

Customer Activities

The Customer Activities tab provides a chronological timeline of activity associated with the Customer.

This gives your team one place to review Customer communication and activity without searching through individual Projects.

<SCREENSHOT OF CUSTOMER ACTIVITIES>

Search, Filter & Sort Activities

Use the available controls to find the activity you need.

You can filter the timeline by activity type and see the number of Activities associated with each type.

Activity types include:

• Notes
• Emails
• Texts
• Tasks

Use Search to locate specific information within Activities.

Activities can also be sorted by:

• Created: Newest First
• Created: Oldest First
• Updated: Newest First
• Updated: Oldest First

Pinned Activities

Pinned items remain at the top of the Activities timeline, making important information easier for your team to find.

Emails

Email Activities allow you to see the actual email associated with the Customer.

Open an Email Activity to review its content and available information.

Depending on the Email, you can also:

• View the email content
• Open associated attachments
• Review delivery information
• Resend the email, including an email that previously failed to send

Customer Notes & Team Communication

Notes can be added directly to a Customer, allowing your team to record information that applies to the overall Customer relationship rather than one specific Project.

For information that only applies to a particular job, add the Note to the Project instead.

Add a Customer Note

From Customer Activities, select Add Note.

Enter an optional Subject and the Note.

The Note editor includes formatting options and tools for communicating with other members of your team.

Select Create Note when finished.

Pin a Note

Pin important Notes that your team may need to reference frequently.

Pinned Notes remain easily accessible at the top of the Customer's Activities.

@Mention a Team Member

Use an @mention when you want to bring a Customer Note or conversation to another user's attention.

Type @ followed by the user's name, or use the @ button, and select the appropriate user from the list.

The mentioned user will receive a notification through the Notification Center and/or email, depending on their notification settings.

Comment on a Note

Use Comments to continue a conversation about an existing Note.

Instead of editing another user's original Note or creating separate Notes for each response, Comments keep the conversation together and provide a clearer history of who said what and when.

Customer Tasks

The Customer Tasks tab displays Tasks associated directly with the Customer.

From Customer Tasks, you can:

• Search for Tasks
• Review Task information
• Add a new Task
• Open and manage existing Tasks
• Export the Tasks table

The table includes information such as Due Date, Title, Priority, Task Type, Reminder Notification, and other available Task fields.

Add a Task

Select New Task to create a Task associated with the Customer.

Open Tasks also appear on Customer Overview, where they can be quickly reviewed or completed.

Customer Properties

The Customer Properties tab displays the Properties currently or previously associated with the Customer.

This is especially useful for Customers who own multiple locations or who have moved or transferred ownership of a Property.

Property Information

The table includes information such as:

• Property Reference #
• Most Recent Property
• Ownership Status
• Address
• Address 2
• City
• State/Province

Use Search and the available table tools to find or organize Property records.

Most Recent Property

The Most Recent Property indicator identifies the Customer's most recently added Property.

Ownership Status

Ownership Status helps identify the Customer's relationship to each Property.

• Current means the Customer is the current owner associated with the Property.
• Transferred means the Property has since been transferred to another Customer.

Transferred Properties remain associated with the previous Customer so the Customer's Property history is preserved.

Open a Property

Select a Property from the table to open Property Details.

Property Details provides the complete history for that physical location, including its owners and Projects.

Customer Properties answers, "Which Properties has this Customer been associated with?"
Property Owners answers, "Which Customers have been associated with this Property?"

Add a Property

Select Add Property to add another Property for the Customer.

Customer Projects

The Customer Projects tab displays Projects associated with the Customer across their Properties.

The table includes information such as:

• Project Reference #
• Property
• Salesperson
• Project Name
• Project Type
• Priority
• Other available Project information

Open a Project

Select a Project from the table to open Project Details.

Project Actions

Select the three-dot menu (⋮) at the end of a Project row to access additional actions available for that Project.

Add a Project

Select Add Project to create another Project for the Customer.

When a Customer has multiple Properties, pay attention to the Property associated with the new Project to make sure the Project is created for the correct location.

Customer Info

The Customer Info panel appears on the right side of Customer Details and provides quick access to important Customer information and actions.

Information displayed here can include:

• Customer Reference #
• Customer Name
• Business Name
• Customer Portal Status
• Billing Address
• Contact Information
• Customer History

Use the collapse arrow to collapse the Customer Info panel when you need more room to view the information or tables on the page.

Customer Info Menu

Select the three-dot menu (⋮) in the upper-right corner of Customer Info to access additional Customer actions.

Available options include:

• Edit Customer Info
• Customer Statement
• Send Portal Link
• Delete Customer

Edit Customer Info

Select Edit Customer Info to update Customer information.

Information that can be managed here includes:

• Business Name
• First Name
• Last Name
• Billing Address
• Email
• Email preferences
• Phone Numbers
• Primary Phone Number
• Customer Portal access

Select Save when finished.

Customer Portal

Customer Portal options are available from the Customer Info area.

The Customer Portal gives the Customer access to information your company makes available through the Portal.

View Customer Portal

Select View Customer Portal to open the Customer's Portal and view what is currently available to them.

Copy the Customer Portal Link

Use the copy icon next to the Customer Portal link to copy the link so it can be shared with the Customer.

Send Portal Link

Select the three-dot menu (⋮) and then Send Portal Link to send the Customer an email containing their Portal link.

The email uses the Customer Portal email template configured by your company in Admin.

Enable or Disable Customer Portal Access

Customer Portal access can be managed from Edit Customer Info using the Enable Customer Portal setting.

Customer Statements

Select Customer Statement from the Customer Info three-dot menu to access a statement for the Customer.

A Customer Statement provides a Customer-level view of billing information across the Customer's Projects. This is useful when a Customer has multiple Projects and you need a statement that brings that information together rather than reviewing one Project at a time.

Navigating Customer Details

Customer Details uses several common navigation tools that you'll also see throughout Contractor Accelerator.

Page & Tab Names

The page and tab names tell you both where you are and what type of information you're viewing.

For example:

• Customer Overview
• Customer Activities
• Customer Tasks
• Customer Properties
• Customer Projects

When you move into another record, the tabs change with it. For example, a Property includes Property Owners and Property Projects.

Breadcrumbs

Use the links at the top of the page to move between related records, such as a Customer, Property, Project, or Bid.

Three-Dot Menu

Look for the three-dot menu (⋮) when you need additional actions.

You'll find these menus in places such as:

• The upper-right corner of Customer Info
• The end of table rows

The options available depend on the type of record you're working with.

Blue + Button

A blue + button indicates that you can add something new, such as a Note or Task.

Circle With Arrow

A circle with an arrow indicates there is more information available.

For example, selecting this icon from Open Tasks on Customer Overview opens the complete Customer Tasks section.

Tables

Customer Properties, Customer Projects, and Customer Tasks use tables to give you an overview of related records.

Select a row to open the complete record, and use the three-dot menu (⋮) for additional actions when available.