Individual Customer View Guide

This section in folloUP CRM allows you to view and manage all details related to a specific customer, identified here as demo company as ABC Company. Below is an explanation of each option available:

1. Profile:

   • This section contains the main profile information of the customer, including basic details such as company name, address, and any custom fields that may have been set up.

2. Contacts:

   • Displays a list of all contacts associated with this customer. It shows detailed information about each contact, including their role, email, phone number, and any recent interactions.

3. Notes:

   • A space to add and view notes related to the customer. These notes can be used to record important information, reminders, or specific details about the customer.

4. Statement:

   • Provides a financial summary or statement for the customer, including outstanding balances, payments, and transaction history.

5. Invoices:

   • Shows a list of invoices issued to the customer, along with their statuses (e.g., paid, pending, overdue). This section helps keep track of billing history and ensures timely payments.

6. Payments:

   • Displays all payments received from the customer. You can track individual payment transactions here, helping to manage account balances.

7. Proposals:

   • This section stores all proposals sent to the customer. Proposals might include quotes or project outlines, allowing you to keep a record of offerings made to the customer.

8. Credit Notes:

   • Contains any credit notes issued to the customer. Credit notes are adjustments to invoices, often used for returns, refunds, or discounts.

9. Estimates:

   • Houses any estimates provided to the customer before formal invoicing. Estimates give the customer an idea of expected costs and project scopes.

10. Subscriptions:

    • Displays any active or past subscriptions related to the customer. If your business offers subscription-based services, this section tracks the terms, start and end dates, and status.

11. Expenses:

    • This section tracks any expenses recorded on behalf of the customer, such as reimbursable costs or expenditures incurred during project execution.

12. Contracts:

    • Stores contracts and agreements signed with the customer. This helps in maintaining a record of terms, obligations, and conditions agreed upon.

13. Projects:

    • Lists all projects undertaken with the customer. Each project entry may contain details like project timelines, tasks, and overall progress.

14. Tasks:

    • Displays tasks assigned to team members related to this customer. Tasks help organize and manage customer-related work efficiently.

15. Tickets:

    • Contains support tickets or issues raised by the customer. This section is useful for managing customer support requests and tracking their resolution.

16. Files:

    • A storage area for documents, images, and other files related to the customer. This could include proposals, agreements, invoices, or other important documents.

17. Vault:

    • The vault securely stores sensitive information, such as passwords or confidential data, associated with the customer.

18. Reminders:

    • Allows you to set reminders for important events or tasks related to the customer, helping ensure timely follow-ups.

19. Map:

    • Displays the location of the customer on a map based on their address. This can be helpful for planning in-person meetings or deliveries.