The first tab under each customer's profile is the 'Account Data' tab.
In this tab, the following items will be shown:

  1. Recent Estimates (ORANGE): Listed here will be the most recent estimates given to the customer by your company
  2. Recent Events (YELLOW): The most recent events logged for the customer will be listed here
  3. Event Feed (GREEN): This is a feed in every customers account, this section will show all recent Automated Emails as well as SMS Messages with the Customer.

  4. Edit Button (PURPLE): This button, when clicked, will allow you to Edit the Company Name, Sales Rep on the customers account, Referred by Source, Group, Assigned Branch, Status, as well as the option to "Merge" with another customer account.
    (see image below)

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