The Customer Profile provides a centralized view of everything related to a customer, helping your team access important information, track historical activity, and collaborate more effectively.
From a single location, you can view contacts, sales history, production history, files, proofs, comments, and tasks.
Let's explore the key features.
Find and View a Customer
Navigate to Customers from the left-hand menu.
Search for the customer you would like to view, then click on their record to open the Customer Profile.
From here, you'll see:
Company and contact information
Customer profile details
Saved addresses
Internal notes
Additional customer-specific information
View Sales and Order History
Use the available tabs to view all SalesDocs and Jobs associated with the customer.
This makes it easy to:
Review previous quotes and orders
Track order history
Reference past production details
Identify repeat business opportunities
Having access to historical activity helps your team provide better service and make more informed decisions.
Access Files and Proofs
Files and proofs connected to customer Jobs automatically become available within the Customer Profile.
For example:
Artwork files
Production files
Proof approvals
Customer-supplied documents
This makes it easy to locate previously used assets and reduces the need to repeatedly upload or request the same files.
Collaborate with Your Team
Use Comments and Tasks to collaborate with your team, directly on the Customer Profile. Learn more here.
