Docs section
Contacts guides
Matches the Contacts area in the dashboard sidebar for customer records, CRM context, tags, and follow-up work.
Contacts overviewUnderstand the customer and CRM workflows available from the Contacts section of the dashboard.Add a customerCreate a customer record so your team can connect people, cars, invoices, and communication history.Work with customer type listsUse Storage, Detailing, Events, and other Contacts pages to focus on the right group of customers.Import customers, cars, events, and photosBring existing customer lists, vehicle records, historical events, and photo archives into Car Storage Software using the Import Data page.Find and filter contactsSearch, filter, and change Contacts views so you can quickly find the right customer record.Export and use the customer reportReview customer records in one table, sort by billing or portal status, and export a spreadsheet for your team.Manage contact tags and CRM fieldsUse tags, pipeline stages, customer types, and sources to organize and segment your customer base.Add and manage customer notesLeave short notes on a customer record so your team remembers preferences, promises, and follow-up without digging through messages.Track customer market interestsRecord what vehicles a customer wants to buy so your sales and sourcing team can match inventory to the right person.Review customer activity and historySee emails, texts, notes, billing, and event changes in one timeline on the customer record.Work with vendor contactsAdd and manage outside companies you pay—detailers, transporters, mechanics, and contractors—from Contacts > Vendors.Link cars and documents to a customerConnect vehicles, contracts, and uploaded files to the correct customer record.Manage billing on a customer recordConnect a customer to payment processing, save payment methods, and review billing settings from their contact page.Edit customer detailsUpdate customer contact information, CRM fields, notes, and account status from the customer detail page.Invite a customer to the portalSend a sign-in link so the customer can access their cars, billing, documents, and schedule from the customer portal.Understand portal access levelsLearn the difference between Full and Ticket-only portal access, when each applies, and how to help customers sign in.Guide a customer through the portalHelp a customer sign in, understand what they can do, and complete common portal tasks with confidence.Handle duplicate or merged customer recordsFix duplicate customers by migrating to an additional contact, restoring deleted records, or deleting mistakes safely.Manage additional contactsAdd spouses, assistants, bookkeepers, and other people who help manage a customer's account.