1) User Dashboard

2) Search

3) Be Backs

4) My Appointments

5) Self Gen

6) My Stats

7) Customer Information


TABLE OF CONTENTS


The Customer Information page shows you the lead's record and its associated report:


There are two navigation options:


  1. Under section 1, it provides the Customer's contact information:
    If there are any missing data, such as Cell Phone, Work Phone, Alt Email, etc, this will not be shown under the             customers information.
    1. PID
    2. First and Last Name
    3. Job ID
    4. Address
    5. City
    6. Region
    7. County
    8. Home Phone
    9. Cell Phone
    10. Work Phone
    11. Email
    12. Alt Email
    13. Invalid Email
    14. Buttons:
      1. Edit Customer
      2. Map
      3. Upload Files
  2. Under section 2, it provides a tabular view with the following tabs:
    1. Job
    2. Notes
    3. Comments
    4. Documents
    5. Pictures
    6. Related

Buttons:


Edit Customer:

  • By clicking this button, it will take you to the 'Edit Customer' page.
  • Here you can update certain data points for the lead:
    • Contact Information:
      • Home Phone
      • Cell Phone
      • Work Phone
      • Email
      • Email 2
    • Address & Location
      • Address
      • Zip Code
      • City
      • State
      • County
    • Result, Product & Sale
      • Result
      • Product
      • Total # Units
      • Sold # Units
      • Sale $ Amount
      • Comments
  • You can update it by clicking the Save option or discard it by clicking Cancel.


Map:

  • By clicking this button, this will open google maps and provide the location of the customer address on the map in a new window.


Upload Files:

  • By clicking this button, it will open a modal allowing you to upload a file for this customer:
  • You can upload a document or image here.
  • Note that you will need to provide a description as it is required to upload a file.



Tabs:


Job

Under the jobs section, it provides you with the Job's overview by showing:

  • Job Info
    • Job ID
    • Product sold
    • # of Units
    • Result code
    • Status
  • Account Notes
    • Provides the account comments, any comment provided here will be in red
  • Pay
    • Contract Amt
    • Bal Due
    • MOP
    • Payments made and when
    • Total Commission and Commissions Paid
  • Date
    • App Date
    • Appt Time
    • Sale
    • RTO
    • Ordered
  • Additional Dates
    • Received
    • Job Scheduled
    • Completed
    • ReRCD Date:
    • etc.



Notes

  • The Notes section only provides the notes for the customer, you cannot update these comments.


Comments

  • The Comments section provides all the comments added to the record. 
    • Each comment will show the user who posted it on the top left hand side, the date stamp on the right and the comment underneath.


  • Users can add new comments by clicking on the blue button with a plus sign.


  • This will open the modal to enter a new comment.
    • To add it to the record, the user will click the 'Add' button
    • To cancel, they can click on the X found on the top right hand corner of the modal
      • You can also click anywhere outside of the modal to close it.


Documents

  • Under the documents, you will find any uploaded documents for this lead. You can click on it to open and view the files


Pictures

  • Under the photos, you will find any uploaded images for this lead.


Related


  • Under the related section, it will show you any related leads that share the same:
    • First Names
    • Last Name
    • Address
    • Phones (Home, Work, Cell)
  • This will show you the records of the associated leads. You can click on them to view the Customer Information.