Find Customer details and certificates more easily
Customer pages have more account details and notes, and the certificate library is searchable.
Value and problem solved
A Customer page should help you pick up the conversation where you left it. The updated page brings together account details, Projects, money, the next Visit and activity. You can keep notes on the Customer and start a new Enquiry from their page with that Customer already selected.
Team member pages have also been tidied up. Details, upcoming work, linked Sites and certificates use the same table layout, including when there are no records yet. This makes it easier to see where information belongs and add it when needed.
When adding a certificate, you can now search the library or filter it by category. Results appear in a table with expiry and status, helping you distinguish a current certificate from one that needs attention. You can also choose to add a new certificate instead of selecting one from the library.
Who it’s for
Anyone managing Customer relationships, team records or certificates. The Customer page helps an office pick up an existing conversation, while search and status make the certificate library easier to use when adding a record.