The Contact Profile toolbar provides quick access to common actions for a contact, such as viewing and editing profile details, creating invoices, posting payments, sending email, and more.
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(1): Close the profile. -
(2): Save changes made to the profile. -
(3): Create a new invoice. -
(4): Apply a payment or add or update a payment method to the customer's account. -
(5): Choose to launch an email addressed to the Primary, Partner, Secondary email address, or Selected Invoices to the primary email address on the profile (up to 5 invoices per email message). -
(6): Print the customer's product purchase history. -
(7): Create a new appointment. -
(8): Choose to create an Action Item or Multiple Action Items at one time. -
(9): Create an entry in the Contact Log (email, phone call, etc.). The log also includes system-generated entries when payments are applied to the account, checklist items are selected, email messages are sent, and invoices are created. -
(10): Copy the following information to your clipboard, which can then be pasted into other applications: Name, Name and Address, Name, Address, and Phone, Phone, or Notes
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(11): Display a sales history chart showing the purchase amounts by month of the current and previous year, which can then be exported in several different file formats. -
(12): Launch directions from your address to the contact's address. Depending on your browser settings, you may need to unblock the pop-up from your browser's toolbar. -
(13): Profile settings include Invoice Followup, Email Invoice, Sales Tax, Tax Shipping, Discounts, Invoice Ship To address, and other Options. -
(14): If the contact's birthday or wedding anniversary is within the current month, the image will display along with a pop-up displaying the event and date upon opening the profile or hovering over the image. See Automatically Apply a Birthday Discount to set a discount during everyone's birth month.