Understanding the Customer Tabs

Floorzap

Click "Customers"

Select Customer by clicking on the line to highlight it.

Click "Details"- This will take you to a series of tabs. Follow along to learn what each tab is for.

"Notes" Tab - This is a convenient place to save notes and important information.

"Interaction" Tab - Click here to Log Customer Interactions

"Samples" Tab - View/Add/Check In/Check Out Customer Samples

"Tasks" Tab - View/Add Customer/Employee Tasks

"Email" Tab - View All Sent Emails/Create New Email

"Text" Tab - View All Sent Texts/Create New Text

"Documents" Tab - Add/View Customer Documents

"Contacts" Tab - Add/View/Edit Customer Contacts

"Addresses" Tab - Add/View/Edit Customer Addresses

"Measurements" Tab - Add/View Measurements

"Quotes" Tab - Add/View/Edit Customer Quotes

"Invoices" Tab - Add/View/Edit Customer Invoices

"Work Orders" Tab - Add/View Edit Customer Work Orders

"Payments" Tab - Add/View Edit Customer Payments

"Credit Card Info" Tab - View Customer Credit Cards On File