Navigating in a Customer Profile

There are different sections in a customer profile.

Contact information

On the left side of your screen you will see all your customer's contact information. 

You can:

All activities

At the top of your screen you will see different tabs, starting with All activities. In this tab, every activity related to that customer will be grouped here. 

You will find more specific activities in the next tabs.

Conversations

In Conversations, you will see all the conversations you had with the customer. They will be divided by opened and closed sessions. You will be able to see if the customer has an ongoing conversation with you or any of your other user

Appointments

In Appointments, you will see your customer's appointments and their statuses

Events

In Events, you will see the repair orders related to the customer. 

Invoices

In Invoices, you will see the customer's invoices if you are using Kimoby Pay.

Notes

In Notes, you will see every note written about the customer. You can also add a note through this page. 

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