Contact Profile Toolbar & Quick Info Fields
The Contact Profile toolbar displays key customer details in one place, making it easy to access important information at a glance. Quick info fields show data such as status, account type, and other details that help with identifying the customer and managing their profile efficiently. Hover over any button to see an additional tip about its function.
Toolbar sections:
Account
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Previous/Next: Moves to the next or previous profile (only enabled if no changes have been made to the current profile). -
Undo: Reverts the changes made since the last time saved. -
Save: Saves changes made, then closes profile (Customer profiles will remain open after clicking save).
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Invoice: Creates a New or Historical invoice. Historical invoices will not deduct quantities from your current on-hand inventory amounts. -
Payment: Option to either Post Payment or Manage Payment Method stored using a connected ProPay or Stripe account. -
Print: Profile, Products (History), Contact Log, Checklist, Invoices, Statement (of Account), and (Account) Balance Transactions
Calendar
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Appointment: Creates a new Appointment. -
Action Item: Creates a new Single or Multiple (Eg, 2+2+2 or 3+3+3) Action Items for the contact.
Communicate
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Email: Choose to launch an email using Email 1, Email 2, or Partner address saved in the profile; or email invoices selected from the Account & Invoice tab to the address listed in the Email 1 field. The profile email function will use the option set under the Online Sync tab of Preferences.
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Log Entry: Creates a new Contact Log entry. -
Map: Launches Google Maps and prefills the contact's address information with suggested routes and driving directions.
Utilities
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Picture: Options include toggles to Hide Image or Increase Size, Add or Rotate an image to be displayed on the profile. -
Move: Moves the profile to the selected list. Available options depend on where the profile is currently saved and may include Customer, Address, or Unit. To combine duplicate profiles, choose Merge Profile. -
Settings: Opens the Profile Settings form, allowing you to choose from various options. -
Copy: Copies the selected profile information to the clipboard. -
Sales Chart: Opens a chart of the contact's Sales History for the current and previous year. -
Delete Profile: Move the contact to the Recycle Bin.
Quick Info Fields
Each profile displays quick info fields directly below the toolbar that are always visible, regardless of the profile tab displayed.
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: Contact image field that can be rotated, increased/decreased in size using the Picture drop-down menu from the Utilities group on the profile toolbar, or hidden from Application Settings. - First Name: Displays their first name.
- Last Name: Displays their last name (by default, lists are sorted alphabetically by this field).
- Preferred Contact Method: Choose from the following drop-down options: None (set by default), Home, Work, FAX, Other, Email, Mail, Mobile, or Text.
- Best Time to call/contact: Choose from the following drop-down options: Best Time: Anytime (set by default), Best Time: Morning, Best Time: Afternoon, or Best Time: Evening.
- Account: Displays color-coded account balance (red if they carry a balance or green if they have a credit) for the contact (read-only field).
- Rewards: If a reward program has been set up, will display the current reward point balance.
- Last Contact: Displays the date of the last contact. The date is based on the last Contact Log entry or the invoice created.
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: If notifications are enabled in the Alerts & Notifications tab in Application Settings, the symbol will be displayed along with an indicator pop-up including more information about their birthday, wedding anniversary, or upcoming auto-delivery.
