Customer Directory And Communication

Know The People Behind The Orders

Find customer information, understand their orders, and keep personal communication close to the work.

On This Page · 13 Capabilities

Customer Directory And Communication

Included Capabilities

Create customer records, review their details, update contact and address information, and manage account access from the owner dashboard.

Search by name, email address, or phone number to load matching customer records. The directory stays empty until you search.

Show all matching customers or set a result limit through the site's central application settings.

Keep registered customers in a searchable directory that supports everyday service and follow-up.

Find a customer by name when a call, message, or order question comes in.

Use an email address or phone number to locate the correct customer record.

Open a customer’s saved contact and address information for the business task at hand.

Find invoices associated with a customer to understand their orders and outstanding activity.

Send an individual email to a selected customer with a subject and message you approve.

Follow up on outstanding invoices with a message tailored to the customer and their balance.

Ask a customer to clarify product choices, instructions, or fulfillment arrangements.

Send a personal thank-you after an order or a helpful conversation.

Use an authorized assistant to find customer information, answer order questions, and prepare communications.