Viewing Customer Information

The Customer section of the Customer Dashboard contains important identification and contact information, as well as links to certain settings. This information is used in customer searches, on invoices, to send emails, to calculate taxes, and to segment reports.

The Customer card includes:

Customer status: Shows the current status of the customer (draft or activated) and can be used to activate a draft customer.

Customer identifiers: Shows the customer's Fusebill ID, Customer ID (if one exists) and the date the customer was created.

Hierarchy section: Contains parent/child relationship information.

Contact : Contains customer contact information including the customer's first and last name, the company name, and their email address. For more details, see Customer Properties: Contact Details.

Address – Contains the billing and shipping address that is displayed on invoices and used for tax calculations. For more details, see Customer Properties: Addresses.

Integration settings : Display the linked status of software integrations associated with this customer, including CRMs such as Salesforce or HubSpot, accounting software such as NetSuite and QuickBooks, and fleet management such as GeoTab. Click Manage to change linked status and synchronization settings.

Email Settings : Links to the Email Settings page where you can override account-level automated email settings for this customer. See Override Email Notification Settings at the Customer Level for more information.

Email Logs : Links to a historical list of emails that were either sent to the customer’s primary email address, as well as whether they were sent successfully. See Email History from a Customer Level for more information.

Text Settings: Links to the Text Settings page where you can override account-level text notification settings for this customer. See Override Default Text Message Notifications at the Customer Level for more information.

Portal settings (SSP) : Links to the settings controlling the customers access to the self service portal and the customer’s unique user name. See Setting Customers Up to Access the Customer Self Service Portal for more information.

Customer Tracking Data : Links to Sales Tracking Code values and Reference fields set for this customer. These are used to segment customers in reporting. See Customer Properties: Tracking Data and Reference Codes for more information.

Customer Audit Logs :– Links to a grid showing historical edits and changes and events for this customer. See Customer Properties: Audit Log for more information.

RELATED TOPICS:

Navigating the Customer Dashboard