Hoops allows businesses to store important customer-specific information directly within the Customer Profile field on the Customer Card. This helps teams maintain visibility into key account details, customer preferences, internal notes, and special requirements throughout the sales workflow.

Profile Notes provide a centralized location for storing information that may be important during the sales process and the field is clearly shown when creating a SalesDoc.

Customer Profile Notes are managed from the Customer Card within the Customer List.

The Profile field can be used to store a wide range of useful operational or account-related information, including:

For example:

Once updated, the information is saved directly against the Customer profile for future reference.

Customer Profile Notes are also displayed when creating new SalesDocs.

The profile information appears within the Sales workflow, helping Sales and Production teams quickly access important customer context while preparing quotes and managing customer interactions.

This improves visibility across teams and helps ensure important customer-specific requirements are not overlooked during the quoting process.

Using Customer Profile fields helps businesses:

By keeping important account information connected directly to the Customer profile, Hoops helps teams create a more informed and efficient customer management workflow.