Navigating in a Customer Profile

Here's a brief overview of the different sections in a customer profile. 

Contact information

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

You can:

All activities

You'll notice different tabs at the top of your screen, starting with All activities. In this tab, all activities related to your customer will be grouped here. 

You'll find more specific activities in the next tabs.

Conversations

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

Appointments

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

Events

In Events, you'll see the repair orders that belong to the customer. 

Invoices

If you are using Kimoby Pay, you'll see the customer's invoices under Invoices

Notes

In Notes, you'll see every note written about the customer. You can also add a note here. 

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