{"id":62,"date":"2021-07-30T19:56:03","date_gmt":"2021-07-30T19:56:03","guid":{"rendered":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/?p=62"},"modified":"2021-08-20T18:45:34","modified_gmt":"2021-08-20T18:45:34","slug":"how-do-i-view-detailed-information-for-a-specific-customer","status":"publish","type":"post","link":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2021\/07\/30\/how-do-i-view-detailed-information-for-a-specific-customer\/","title":{"rendered":"How Do I View Detailed Information For a Specific Customer?"},"content":{"rendered":"<div id=\"wpfp_95361e89cbdf3fa1ee4b7f420ac01763\" data-item=\"{&quot;sources&quot;:[{&quot;src&quot;:&quot;https:\\\/\\\/www.nitssolutions.com\\\/wordpress\\\/wpprocrm\\\/wp-content\\\/uploads\\\/sites\\\/4\\\/2021\\\/05\\\/WPP-Customer-Information-Pop-up-Video.mp4&quot;,&quot;type&quot;:&quot;video\\\/mp4&quot;}],&quot;id&quot;:&quot;8&quot;,&quot;splash&quot;:&quot;https:\\\/\\\/www.nitssolutions.com\\\/wordpress\\\/wpprocrm\\\/wp-content\\\/uploads\\\/sites\\\/4\\\/2021\\\/08\\\/WPP-Add-Contact-PPT-Image.jpg&quot;}\" class=\"flowplayer no-brand is-splash is-paused skin-slim no-svg fp-slim fp-edgy\" data-fv-embed=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2021\/07\/30\/how-do-i-view-detailed-information-for-a-specific-customer\/fvp-8\/\" style=\"position:relative; max-width: 640px; max-height: 360px; \" data-ratio=\"0.5625\">\n\t<div class=\"fp-ratio\" style=\"padding-top: 56.25%\"><\/div>\n\t<img class=\"fp-splash\" alt=\"video\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2021\/08\/WPP-Add-Contact-PPT-Image.jpg\" style=\"position:absolute;top:0;width:100%\" \/>\n\t<div class=\"fp-ui\"><noscript>Please enable JavaScript<\/noscript><div class=\"fp-play fp-visible\"><svg class=\"fp-play-sharp-fill\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 100 100\"><defs><style>.fp-color-play{opacity:0.65;}.controlbutton{fill:#fff;}<\/style><\/defs><title>play-sharp-fill<\/title><path class=\"fp-color-play\" d=\"M49.9217-.078a50,50,0,1,0,50,50A50.0564,50.0564,0,0,0,49.9217-.078Z\"\/><polygon class=\"controlbutton\" points=\"73.601 50 37.968 70.573 37.968 29.427 73.601 50\" filter=\"url(#f1)\"\/><\/svg><\/div><div class=\"fp-preload\"><b><\/b><b><\/b><b><\/b><b><\/b><\/div><\/div>\n<div class='fvp-share-bar'><ul class=\"fvp-sharing\">\r\n    <li><a class=\"sharing-facebook\" href=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2021%2F07%2F30%2Fhow-do-i-view-detailed-information-for-a-specific-customer%2F\" target=\"_blank\"><\/a><\/li>\r\n    <li><a class=\"sharing-twitter\" href=\"https:\/\/twitter.com\/intent\/tweet?text=Wholesale+Parts+Pro+CRM+Training+Microsite+&url=https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2021%2F07%2F30%2Fhow-do-i-view-detailed-information-for-a-specific-customer%2F\" target=\"_blank\"><\/a><\/li>\r\n    <li><a class=\"sharing-email\" href=\"mailto:?body=Check%20out%20the%20amazing%20video%20here%3A%20https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2021%2F07%2F30%2Fhow-do-i-view-detailed-information-for-a-specific-customer%2F\" target=\"_blank\"><\/a><\/li><\/ul><div><a class=\"sharing-link\" href=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2021\/07\/30\/how-do-i-view-detailed-information-for-a-specific-customer\/\" target=\"_blank\">Link<\/a><\/div><div><label><a class=\"embed-code-toggle\" href=\"#\"><strong>Embed<\/strong><\/a><\/label><\/div><div class=\"embed-code\"><label>Copy and paste this HTML code into your webpage to embed.<\/label><textarea><\/textarea><\/div><\/div>\n<\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Customer Information Pop-up<\/strong><\/h2>\n\n\n\n<p>Throughout the platform the I icon will appear within multiple pages- anytime you would like to see detailed customer information, click on this icon to view more details. However, the quickest way to bring up this pop-up is by entering a customer\u2019s name in the platform search bar then clicking the customer within the dropdown.<\/p>\n\n\n\n<p><strong>Performance &amp; Brand tabs<\/strong> provides a sales breakdown within different timeframes. Key Performance metrics are also displayed on the left-hand side including return dollars and percentage.<\/p>\n\n\n\n<p><strong>Invoice tab<\/strong> houses all invoices for this customer. Clicking on a specific invoice number will allow you to view transactional detail such as part number, unit price, and quantity sold.<\/p>\n\n\n\n<p><strong>Contacts and Marketing tabs<\/strong> houses all customer interactions- whether is it a phone call, in person visit, or even a mass eblast.<\/p>\n\n\n\n<p><strong>Staff tab<\/strong> shows a full list of staff members associated to this account. <\/p>\n\n\n\n<p><strong>Additional Info, CRM Settings, &amp; About tabs<\/strong> include any additional information specific to this customer, whether it is sales programs, contact preferences, or business background.<\/p>\n\n\n\n<p>The Customer Information Pop-up is a great way to view detailed customer information from anywhere in the platform.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Customer Information Pop-up Throughout the platform the I icon will appear within multiple pages- anytime you would like to see detailed customer information, click on [&#8230;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cybocfi_hide_featured_image":"","footnotes":""},"categories":[2],"tags":[],"_links":{"self":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/62"}],"collection":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/comments?post=62"}],"version-history":[{"count":1,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/62\/revisions"}],"predecessor-version":[{"id":65,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/62\/revisions\/65"}],"wp:attachment":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/media?parent=62"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/categories?post=62"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/tags?post=62"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}