Review a customer’s past interactions to quickly understand context and deliver informed, consistent service.
Quick Start
Open the customer list.
Find the customer using search or filters.
Open the customer record and select History.
Review communication details and open an event when more context is needed.
Prerequisites
You need access to Storable CRM and permission to view customer records for the relevant location.
Find a Customer
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Select Customers to open the Outstanding Events and All Customer lists.
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Select All to view every customer, including those in Outstanding Events.
Use Search to find customers by specific parameters. Results update as you enter information.
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Refine the list as needed:
Select Filter by Status to show Current or Delinquent customers.
Select Filter by Location to search for or filter by one or more locations you can access.
Select Additional filters to filter by Name, Email Address, Phone Number, or Unit Number.
Select Apply to update the list, or Reset to clear applied filters.
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Select a Column Title once to sort alphanumerically, twice to reverse the order, or three times to remove sorting. Select Open for the customer you want to review.
Review Customer History
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In the customer record, select History to open the full communication history.
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Review the Contact Header for the customer’s name, phone number, email address, status, Tenant ID, and associated location.
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Use the left side of the call list to review:
Communication type, including inbound or outbound Phone, Text, Chat, Email, Voicemail, or Video Call.
Communication Information, which indicates whether the communication was inbound or outbound.
Communication, which shows call duration or the number of email or text messages. Select the communication to listen to the call or read the correspondence.
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Use the right side of the call list to review the call timestamp and Call sentiment, which is Positive, Neutral, or Negative.
Hover over the Call summary icon
to view the summary. Learn more about Call sentiment.
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Select any communication event to view in-depth details, including a transcript. You can also dispose of an unknown event or edit an event that has already been disposed of.