How to review all the customer transaction and information

Summary:

This article explains how to access and manage customer contacts, project transactions, uploaded files, proposal viewers, and project activities within OpenSolar. It outlines how users can edit or delete records, monitor shared proposal links, and maintain accurate project data. The guide ensures users can effectively manage key information throughout the project lifecycle.

Table of contents:

• Accessing Customer Contact Information

• Accessing project transactions

• Proposal viewers
• Reviewing project activities

Accessing Customer Contact Information

OpenSolar stores the information of every customer you have previously worked with. You can locate customer details by navigating to:

• Control

• Customers

• Contacts

Within this window, you can use the search bar at the top to quickly find a specific customer. Each customer entry includes Edit and Delete buttons, allowing you to make necessary modifications.

By selecting the Edit button next to a customer, you can update the following fields:

• First Name

• Last Name

• Middle Name

• Phone Number

• Email Address

• Associated Projects

Accessing project transactions

The Project Transactions section enables you to review all payment transactions associated with your projects. In this window, you can view:

• Project Name

• Type of Transaction

• Amount

• Transaction Date and Time

You also have the option to edit or delete transactions. When editing a transaction, you can modify the following details:

• Project associated with the transaction

• Amount of the transaction

• Tax included (Yes/No)

• Surcharge amount

• Date information

• "Is Completed" toggle (mark once the transaction is finalized)

• Funds Confirmed toggle

• Type of Transaction

Accessing loaded files

The Files section displays all files uploaded to your projects. From this window, you can:

• Edit file details

• Delete files

• Download files for future use

When editing a file, you can update the following attributes:

• The project it is attached to

• File tags

• Title of the file

Note: If a loaded file is corrupted, it may prevent the project from loading properly. Typically, corrupted files will not have an option to download, indicating a problem with the file.

Proposal viewers

If a project is shared using the Link Share feature, the activity is recorded in the Proposal Viewers section. You can access this section to:

• Review who has accessed the proposal

• Disable the shared link to prevent further access by the customer

Reviewing project activities

The Project Activities section logs the complete history of all activities associated with your projects, updated in real time. You can:

• Edit activities

• Delete activities

When editing an activity, you can modify the following information:

• Event Type

• Notes

• Assigned Team Member

• Notify Team Member toggle

• Start Date and Time

• Duration

• Associated Contact