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Customer actions

15 articles
Customer record: Communications timeline
Merge customersLearn how to merge duplicate customer records in Commusoft, transferring all associated data while maintaining key account details.
Merge/transfer work addressesLearn how to merge or transfer work addresses to ensuring accurate customer records while preserving historical job and invoice data.
Customer record: Add & manage a customerHow to add a new customer, edit customer details, set dormant status, change customer type, merge, deactivate and reactivate a customer.
Customer record: Contacts tabCovers the Contacts tab on a customer record: adding contacts, setting a primary contact, editing, and deleting contacts.
Customer record: All Works & Communications tabsCovers the All Works tab (ongoing works and property history) and the Communications tab (pinned notes, adding records, scheduled activities) on a customer record.
Customer record: Assets, Appliances & Files tabsCovers the Assets/Appliances tab (adding appliances and assets to a customer record) and the Files tab (attaching files to a customer record).
Customer record: Branches tabCovers the Branches tab on a customer record: adding branches, merging branches, and managing (editing and deleting) branches.
Customer record: Work Addresses tabCovers the Work Addresses tab on a customer record: adding work addresses, managing property history, editing, landlord setup, and communication preferences.
Customer record: Quick Links: Statements, Service Reminders & ContractsCovers the Statements, Service Reminders, Contracts, Service Plans, and SLA sections in Quick Links on a customer record.
Customer record: Quick Links: Invoices & PaymentsCovers the Invoices and Payments sections in Quick Links: invoice address format, adding invoice addresses, consolidated invoices, credit notes, cash allocations, account credit, and stored cards.
Customer record: Quick Links: Admin Tools & Customer PortalCovers Admin Tools (export data, delete customer), Customer Portal access, and adding new estimates, jobs, and opportunities from the Quick Links menu.
Create and manage custom formsCustom forms, Certificates, Build forms
Using the form builder
Understanding form builder field typesEvery field type in the Commusoft form builder, what each one captures, and what your technician sees on their phone.