Quickly review customer contact, unit, and account details to support accurate customer conversations without changing the record.
Quick Start
Open the read-only Customer card in Storable CRM.
Review the contact header to confirm the customer and location.
Review each rented unit’s balance and payment information.
Check customer details and notes for helpful context.
Prerequisites
You need access to Storable CRM and permission to view the read-only Customer card. Editing permissions are not required.
Review Customer Information
Review the Contact Header
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Confirm the customer’s name (A), type (B), primary phone number (C), primary email address (E), payment status (G), and current rental location (H).
Use the phone dropdown (D) to view additional phone numbers, when available.
Use the email dropdown (F) to view additional email addresses, when available.
Select Location information (I) to review the local time, address, website, email address, office and access hours, and any additional details added by the management team.
Review Unit Details
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Review each rented unit separately. Confirm the unit description (J), standard monthly rate (K), next due date (L), last payment date (M), paid-to date (N), days past due (O), and total amount due (P). The rate does not include taxes or fees. For current customers, Past Due is blank. Storable CRM treats the due date as Day 0; collection events can begin on Day 1.
Review Customer Details & Notes
Review Customer Details for additional account information, including the customer’s gate code.
Review Notes for relevant account context. If the customer rents multiple units, notes are listed separately for each unit.
To learn about the editable Customer card, review the full Customer card.