Managing Customers

Derek Torres
Derek Torres
  • Updated

In NorthBoundary, Customers are the customers/accounts or work/site locations associated with accounts you send proposals to and service.

This article will cover managing Customers in NorthBoundary.

To manage customers, on the Navigation Bar, click Customer Mgmt. This will take you to the Customer Management page.

 

Searching for Customers

The Customer Management page has a Search Bar at the top. This allows you to search for your customers.

  1. Select and/or enter info into the search fields.
  2. Click the search button.
  3. Click the blue link customer name to view a customer's page.

The Customer Page

The Customer Page has all the relevant and related information about the customer.

  • Customer Header - This shows an at a glance view of the customer's details.
  • Related Tab - Allows you to view and add Contacts, Opportunities, Notes, and Files for this customer.
  • Customer Details Tab - Allows you to view and edit information about the customer.
  • Activity Menu - Allows you to view your Activity Timeline. You can also Log Calls, Add Reminders, and Add Events.

Editing Customers

  1. On The Customer Page, click the Customer Details Tab.
  2. Make changes to the customer information.
  3. Click Save when done.

Note: At the bottom left of the page, NorthBoundary will show you when the customer was Last Modified and by whom.

Deleting Customers

  1. Search for the customer.
  2. Click the drop-down arrow on the customer's row.
  3. Click Delete.
  4. Click OK.

Activity Menu

The Activity Menu allows you to view your Activity Timeline. You can also Log Calls, Add Reminders, and Add Events.

The Activity Timeline

The Activity Timeline list any Calls, Reminders, or Events for this customer organized in a most recent timeline view.

You can click the drop-down arrow next to any entities to edit or delete them.

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Log a Call

You can log your customer interactions to know what you discussed with a customer and when.

  1. On the Activity Menu, click the Log a Call tab.
  2. Enter details about the call in the Recap your call.. field.
  3. Select an option from the Status / Last Results drop-down.
  4. Click Add.

 

Adding a Reminder

You can add reminders to follow up on something related to this customer. You can also send yourself a calendar invite (via an .ics file) for this reminder.

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  1. On the Activity Menu, click the Add Reminder tab.
  2. Enter a Subject.
  3. Select a Due Date and Time.
  4. The reminder will be automatically assigned to you, but you can select another user on the Assigned To drop-down.
  5. *optional Enter a Comment.
  6. If it's a new reminder, the Status should be 'Open.'
  7. Click the Priority drop-down menu to select the priority level.
  8. *optional Check the Send to Schedule box to have a calendar reminder (.ics file) emailed to the assigned user.
  9. Click Save when done.

Note: If you select Send to Schedule, the calender reminder will be emailed to the assigned user's email address. This email will be from esign@nbesign.com. The calendar .ics file will be attached to the email. If you do not receive the email, check your spam folder and your allowlist settings.

 

Adding an Event

You can add events for you and your customers. This will send a calendar invite (via an .ics file) for this event to all selected attendees.

  1. On the Activity Menu, click the Add Event tab.
  2. Enter a Subject.
  3. *optional Enter a Note
  4. Select a Start/End Date and Time.
  5. *optional Enter a Location.
  6. Select from Reminder drop-down an amount of time before the event you would like to be reminded of this event.
  7. On the Attendees menu, enter anyone's email you would like to be invited to the event and click Add. Repeat as many times as necessary to invite all attendees.
  8. Click Save when done.

Note: If you select Send to Schedule, the calender reminder will be emailed to the attendees' email addresses. This email will be from esign@nbesign.com. The calendar .ics file will be attached to the email. If you or your customers do not receive the email, check your spam folder and your allowlist settings.

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