Customer profiles not only allow you to store basic information such as First Name, Last Name, Company Name, Email(s), Phone Number, Address, and Notes, but they also store documents related to the customer such as job records, invoice records, customer comments, invoice PDFs, photos, and other files. Customer profiles show you the entire customer history and relevant files.
Unable to find a field such as lead source or point of contact? Simply create a custom field for your customer profiles to store any data you want. To create a custom field, click here.
Customers can also be tagged using the customer tags to segment them further. These tags can be loaded on the Customers list under the 'By Tags' tab found here.
Ready to set up a customer profile? Just follow the instructions in this short video:
If you need any help please email us at firstname.lastname@example.org or live chat with us using the blue button in the bottom right corner.