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Customer Profiles
What information do customer profiles contain?
What information do customer profiles contain?
Updated over a week ago

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 point of contact? Simply create a custom field for your customer profiles to store any data you want. Customers can also be tagged using the customer tags to segment them further.

To learn more about customers and customer profiles, click here.

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