See last contact, receivables and more at the top of each customer
The top of each customer's page now shows the last contact, the next event, your main contacts on the team, receivables and the amount billed over the last 12 months.
What's new
- Last contact: the date of your most recent interaction and how many days ago it was.
- Next event: your next scheduled event with this customer.
- Main contact on our side: the colleagues with the most visits, calls, meetings and emails over the last 180 days.
- Receivables: the unpaid amount billed, plus how much is overdue, how many invoices and the longest overdue period.
- Billed in last 12 months: the total and number of invoices, excluding drafts and voided ones.
- Which items appear depends on the features you can use (sales items for people with sales access, receivables and billing for people who can use invoices). Other members' private events are never shown.
- Last contact has moved here from the basic information section.
Who it's for
- Industries: small businesses and sole proprietors, real estate
- Screens: customer details under Customers & email > Customers (Customers for real estate)
How to use it
- Open Customers & email > Customers and choose a customer.
- Check the items at the top of the details page.