The Info tab displays all the information you entered when creating the customer. It is very important to maintain accurate information for your customers at all times to ensure prompt and successful delivery of projects approvals, invoices, and payment receipts.
Customer Details
- Customer Name
- Email Address
- Phone Number
Address
- Primary Address
Notes
- This is a place for keeping any internal notes you may need to reference in the future. Taking notes can help you remember key preferences, previous interactions if something was promised for the next job, and personal details that help you build and maintain strong relationships with your customer.
If you need to make any changes, don't forget to click Update at the bottom before leaving the page!