Customers, vendors & companies
Find and maintain people and businesses, review related work and keep notes, files and payment records accurate.
Start here
Section titled “Start here”- Manage customers, vendors and companies
Choose the right directory, keep its records accurate and find the related work.
5 min read · Video walkthrough - Save and reuse a directory view
Keep a useful customer, company or vendor search and sort as a browser shortcut.
5 min read · Video walkthrough
Customers
Section titled “Customers”- Find a customer contact
Search the customer directory and open the correct person’s record.
6 min read · Video walkthrough - Create a customer contact
Save an individual person with accurate contact details and optional identity information.
6 min read · Video walkthrough - Update a customer contact
Correct contact information, company association or identity details on the saved person.
6 min read · Video walkthrough - Review customer history
Find the relevant messages, enquiries, visits, tasks and purchased vehicles for a person.
5 min read · Video walkthrough - Create follow-up work from a customer
Start a task or appointment from the person’s contact record.
4 min read · Video walkthrough
Companies
Section titled “Companies”- Find a company
Find a business account and open its employees, purchases and details.
4 min read · Video walkthrough - Create a company
Save an organization with its business contact details and optional first note.
5 min read · Video walkthrough - Add or link a company employee
Create a new company contact or associate an existing person with the saved company.
6 min read · Video walkthrough - Update a company
Correct business contact, tax, registration or address information.
4 min read · Video walkthrough - Review a company’s purchases
Find vehicles associated with the business and inspect the actual vehicle record.
4 min read · Video walkthrough
Vendors
Section titled “Vendors”- Find a vendor
Search suppliers and compare recorded outstanding costs, spend and categories.
5 min read · Video walkthrough - Create a vendor
Save a supplier for vehicle, cost, warranty and insurance selection where available.
5 min read · Video walkthrough - Update vendor details and banking
Correct supplier information and, when allowed, its banking reference details.
5 min read · Video walkthrough - Review vendor costs and record payment
Identify the correct recorded vehicle cost and mark it paid after payment has actually happened.
6 min read · Video walkthrough - Review vendor purchases and warranty packages
Find vehicles bought from a supplier and read its listed warranty packages.
5 min read · Video walkthrough
Notes, documents and recovery
Section titled “Notes, documents and recovery”- Add notes to a contact, company or vendor
Save an internal instruction on the correct person or business and confirm it was added.
5 min read · Video walkthrough - Manage contact, company and vendor documents
Upload, open, retry or remove an image or PDF on the correct directory record.
8 min read · Video walkthrough - Delete a contact, company or vendor
Review the exact record and deletion warning before removing it from its directory.
7 min read · Video walkthrough - Resolve customer, company and vendor problems
Recover from missing records, validation errors, failed saves and unfinished files.
6 min read · Video walkthrough