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.


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


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


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


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


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

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