Admin Tools
The Admin Tools section in Quick Links provides administrators with powerful features to manage specific customer data and perform bulk actions.
Available actions include:
Export all customer data: Downloads a ZIP file containing spreadsheets of the customer's information and a folder with all attached files.
Delete customer: Permanently removes a customer from your system. You'll be asked to confirm before the deletion takes place.
Deleting a customer will permanently remove all related records.
Customer Portal
âĄď¸ Quick Links > Select Send customer portal access link
By clicking on it, the customer will gain access to the customer portal.
To manage access, you can check or uncheck the boxes, or remove access entirely by clicking on 'Manage Customer Portal Access'.
Work Addresses via Quick Links
You can add a new work address via Quick Links, and you can also bulk upload work addresses.
Add new work address
âĄď¸ Quick Links > Add new work address
This takes you to the same page for adding a work address, as covered in the Work Addresses tab article.
Bulk upload work addresses
Use this option if you have multiple work addresses to upload.
Commusoft allows you to import only a CSV file of work address records.
Save your CSV file to your computer.
Click on 'Upload your CSV file'.
A popup will appear showing you the columns of your spreadsheet.
Select from the drop-downs what each column is and click Save.
To know more about importing customers and work addresses, please visit this guide: Import customer/work address
Add New Estimate
âĄď¸ Customer > Add new estimate
Add New Job
âĄď¸ Customer > Add new job
Add New Opportunity
âĄď¸ Customer > Add new opportunity