The Customers tool is where customers are added and managed. Customers are part of a hierarchy that includes facilities, and locations. Facilities belong to a customer and typically have an address. Locations are areas found within a facility. It can be beneficial to break a facility into locations if individual locations are serviceable or would benefit from having their own geoloc or resources. The customer's address should normally be their main office.
Customers can be filtered from the main page by adding tags. Clicking on the + Add New Tag button will bring up a popup dialog that allows you to add a new tag. Tags can be added when adding a new customer or editing an existing customer record. Clicking on a tag will filter the customers table by that tag. Clicking on All Customers will again show all customers in the table.
Adding a Customer:
To add a new customer press the + Add button. This will bring up the Add Customer panel. The form contains a number of fields:
Customer Name - The name of the customer you want to add. This would normally be the name of a business or organization.
Type - The type of customer. Customer types are defined in Preferences in Admin Tools.
Address - The street address of the customer.
City - The city portion of the address.
State - The state portion of the address.
Postal Code - The postal code or zip code of the address.
Account Manager - This would the the primary account manager who manages the customers. Typically, this is the sales person who manages the customer relationship.
Tags - Multiple tags can be selected to group customers and allow easier filtering from the main customers page.
Primary Contact - This is the primary contact for the customer. An existing contact can be searched for and selected or New Contact... can be selected that will allow you to fill out a form for a new contact to be added to the system.
Once the customer information has been entered, press Submit, and the customer will be added to the records.
Deleting Customers:
To delete customers, click on the boxes to the left of the customer's name to select them. Press the Delete button to delete the selected customers. A popup will show asking if you would like to delete the customers. Beware, deleting a customer record will remove all associated customer information from the system.
Customer Page:
Clicking on a customer will bring you to that customer's page. The submenu on the left contains the profile picture, customer name, address, and a list of facilities. Tabs on the top list records associated with the customer. The main customer tab features the description, documents, and contacts. To add facilities, you can click on the + Add Facility button or navigate to the facilities tab and add it there.
Gallery:
An important tool for the customer, facility, and location hierarchy is the Gallery. This is where you can view pictures taken in the field for the customer, facility, or location.
Hovering over an image will display action icons. The image icon in the top-left will set the image as the profile image. The magnifying glass will open a panel showing the full sized image. The eye icon shows whether the image is viewable by customers who have a customer account. The circle and arrow icon will rotate the image, which allows you to correct any images that were taken in the wrong orientation. The X at the top right will delete the image.