To view the customer list, click "Customers"

Your customer list page will now display.

powered by - LaCrews Bookkeeping
Just Index Card Demo
Drag a column header and drop it here to group by that column
	
Name
	
Bill Address
	
Phone/Email

 	
Contains
	
Contains
	
Contains

41	Billy Garcia	

N/A

	

N/A


45	Blackwater Sailing Association	

N/A

	

N/A


42	Elvis Costello	

N/A

	

N/A


34	Integrity Yachts	

N/A

	

(434) 786-6785
sales@integrityyachts.com


39	Jerry Weir	

N/A

	

N/A


38	Jimmy's Sail Loft	

N/A

	

loft@gmail.com


37	Lower Bay Yacht Club	

92 Boat Rd
Marina, VA

	

lbyc@gmail.com


44	New London Yacht Club	

N/A

	

N/A


35	Ozzy Plant	

N/A

	

op@gmail.com


43	Peter Collins	

N/A

	

N/A

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When you would like to view a customer, click the numbered blue box to the left of their name. 

When the customer detail page loads, it will display the company name, any associated employees' names, the billing address, and the contact information.

Scrolling down will display any cards associated with this customer. 

Schedule - WorkOrder - ToDo - Fri, Jan 29
Prepare slide show
Make a video collage of photos from regatta. Make sure to include party.
User: Mark
Customer: Lower Bay Yacht Club
+1
Project:
Schedule - General - ToDo - Sat, Mar 5
Email slide show
email Will slide show when finished
User: Mark
Customer: Lower Bay Yacht Club
+1
Project:
Schedule - General - ToDo - Sat, Mar 5
Make roster
Need to obtain roster of boats in the marina
User: Mark
Customer: Lower Bay Yacht Club
+1
Project:
Schedule - General - ToDo - Sat, Mar 5
Meet w/ Will
Meet with Will to talk about dock options
User: Mark
Customer: Lower Bay Yacht Club
+1
Project:

To view the associated cards in grid format, click "Grid Cards"

Priority
	
Id
	
Title
	
Status
	
Priority
	
Due Date
	
User
	
Project

 	
Is equal to
	
Contains
	
Is equal to
	
Is equal to
	
Is equal to
	
Contains
	
Contains



Priority: Schedule


 	  	Prepare slide show
	ToDo	Schedule	01/29/2021	mark@codeshoppe.net	
 	  	Email slide show
	ToDo	Schedule	03/05/2022	mark@codeshoppe.net	
 	  	Make roster
	ToDo	Schedule	03/05/2022	mark@codeshoppe.net	
 	  	Meet w/ Will
	ToDo	Schedule	03/05/2022	mark@codeshoppe.net	
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1 - 4 of 4 items


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To view the associated notes for this customer, click "Notes"

You have 4,000 characters to indicate anything you need about that particular customer. 

Click "Estimates" to show you any associated QuickBooks estimates for this customer.

Click "Transactions" to show you any associated QuickBooks transactions for this customer.

Click "Time Activities" to show you any associated time activities for this customer.

You can see the time entries associated with this customer here.

Drag a column header and drop it here to group by that column

Customer Detail Page