See where a customer stands at a glance (highlights)

Where it appears#

Open a customer from Customers in the left menu. A row of cards appears at the top of the page, above Basic info. Last contact, which used to sit in Basic info, has moved here.

Reading the cards#

• Last contact: the most recent interaction with this customer or any of its contacts, shown as "3 days ago" with the date below. It counts completed visits, calls and meetings as well as emails sent and received and follow-up sequences. If there is nothing yet, it says "No interactions yet".
• Next event: the nearest upcoming item for this customer or its contacts (date and time, title, owner), taken from both planned sales activities and the sales calendar, including today's all-day events. Click it to open the activity (or the calendar for calendar events).
• Main contact on our side: the colleague with the most interactions with this customer over the last 180 days, with the count (completed visits, calls, meetings, emails and so on). The second and third people are listed next to them. Handy when the owner is away and you need to know who to ask.
• Receivables: the unpaid total of issued, partially paid and overdue invoices. If any of it is past the due date, the card turns red and shows "Overdue ¥… (N invoices, up to N days)".
• Billed in last 12 months: the total and number of invoices dated within the last 12 months (drafts and canceled invoices excluded).

Who sees what#

Cards follow the features you can use:

• Last contact: anyone who can open the customer.
• Next event and Main contact on our side: only people who can use Sales. Next event only considers events within what you can see (the same scope as deals) and never shows other people's private events.
• Receivables and Billed in last 12 months: only people who can use Invoices & receipts (people who can use accounting included).

Features are set by role. If a card is missing, ask an administrator to enable it for your role.

FAQ#

• Last contact is not updating: only interactions recorded in Bookmi count. Emails sent directly from Gmail and calls you did not log are not included. Log them as activities or send email from Bookmi.
• How is the owner different from the main contact?: the owner is the person assigned to the customer; the main contact is whoever actually interacts with them most.
• The amount differs from the dashboard: the dashboard shows the whole company (or just you); this card shows this customer only.