Customer Contacts
In the Navigation menu, selecting Customers opens the All Customers page to review customer records.
Search box: Type any customer name (or partial) and click Search to find a customer record.
Each customer is listed in a grid with a quick-access clickable dashboard of five key Work Event statuses and the current number of Work Events in each status.
[Customer Name]: These are clickable links to access the respective customer record.
- Contacts tab:
- Customer Support Contacts: The Service related contacts for this customer. These are the contacts important to account/project team members and others that deliver the services.
- Contacts may be edited and deleted using the appropriate icons to the right side of the contact.
- Add Support Contact: Used to add a contact.
- Sales Contacts: These are Sales contacts and come from a sales CRM application (when/if connected).
- Customer Support Contacts: The Service related contacts for this customer. These are the contacts important to account/project team members and others that deliver the services.