The Customers Manager is the list view for all accounts in the CrewVision database, their associated Contacts and a link to all of their Properties.
The Customers Manager details the following key data points:
Customer name - A unique name which links to the Customer Full Page View
Contacts - A visual listing of all Contact affiliated with the Customer account
Properties count - A count of all Properties affiliated with the customer account - link to the Properties page, filtered by this Customer
Customer status - The status of the Customer account (Active/Inactive)
Account created - The relative time since the Customer account was created and the date of viewing the list.
Add New Customer Modal
Clicking on the ‘Add New’ button in the top right of the Customers Manager screen launches a window, which prompts the user to input the minimum required fields to add a new Customer into CrewVision.
The minimum required fields are
Customer address
Customer type (Residential/Commercial/Government/Non-Profit)