View a customer card

Open a customer card and review the available tabs.

Open a customer card when you need everything for one customer in one place.

The customer card combines details, history, and linked records.

The base customer card is available in all OutSmart packages.

Extra tabs depend on your package and active modules.

1

Open CRM

Go to CRM in the left menu.

2

Find the customer

Use search to find the customer you need.

Then open the customer card.

3

Use the tabs

Open the tab that matches the information you need.

Common tabs

• Address Book — work and site addresses
• Contacts — linked contact persons
• Work orders — current and past jobs

Other common tabs include Projects, Invoices, Quotes, Notes, and Attachments.

Tabs that depend on your setup

• Overview — sales funnel data with CRM+
• Projects — requires a package with projects
• Invoices — requires a package with invoicing
• Quotes — requires Quotations
• Objects — requires Object Management
• Contracts — requires Contract Management
• Tasks — requires Tasks

Tabs depend on your package and active modules.

Frequently asked questions

Can I add new records from the customer card?

Yes.

Most tabs include an Add button.

Do all customers show the same tabs?

No.

That depends on your package and active modules.

Can I review past work from the customer card?

Yes.

Open the Work orders tab.

Related topics

• Customers
• Create a customer
• Work Orders