This guide will walk you through the process of searching for customers on the ActivateOS platform and accessing their details.
Step 1:
Start by clicking on 'Customers' in the left-hand menu.
Step 2:
If you know your customers are associated with specific branches, you can filter by branch. Click on the drop-down menu and select the appropriate branch.
Step 3:
You can further refine your customer list using additional filter options on the left side. For example, you can select options such as 'Customers within 10 kilometers'.
Step 4:
Once you've filtered by your desired criteria and selected the branch, choose the customer you're looking for.
Step 5:
After selecting your customer, you will be directed to the customer details page. Here, you can view a range of information, including the number of contacts and machines associated with the customer.
Step 6:
On this page, you can also view the ongoing projects, and active opportunities.
Note:
You can view the following in the Customer Details page:
Address
Interactions
Contacts (can be edited)
Equipment (can be edited)
Projects and Jobs (can create jobs on this screen)
Active Opportunities (links included)
Active Reminders
Closed Opportunities (links included)
Inspections (links included)
Service History (links included)
Step 7:
Another way to search for a customer is by using the main search bar in the upper right corner. Type in the customer's name and click 'Find'.
Step 8:
This will display a card with the customer's details. Click on 'View Details' to access the same customer page.
You can now successfully navigate your Customer Dashboard in ActivateOS!