Quickly locate and open the right Customer Card to review customer, unit, payment, contact, and collection information.
Quick Start
Open the Customers list.
Search or filter for the customer.
Open the customer’s card.
Prerequisite
You need access to Storable CRM’s Customers list and to the location where the customer is stored.
Open the Customers List
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In the left navigation, select Customers (A) to open the Outstanding Events list.
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Select ALL (B) to view all current and delinquent customers.
Find the Customer
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Use the available filters to narrow the customer list.
Enter a customer name, phone number, email address, or unit number in Search (C). The list updates as you enter information.
Select All (D) to filter by Current or Delinquent status.
Select All Locations (E) to filter by a location you can access.
Select the (+) icon (F) to add filters for name, email address, phone number, or unit number.
Select Apply (G) to update the list using the selected filters.
Select Reset (H) to clear filters and restore the default list.
Select any Column Name (I) to sort the list. Select it once for alphanumeric order or twice for reverse alphanumeric order.
Select Open (J) for the customer whose card you want to view.