This article relates to the Project > Info of the app.
Adding customer information (name, email, phone number) lets you address your customer by name in the proposal rather than simply "customer"; use the one-click call, email and text features; and send the interactive proposal via email.
Here are the topics outlined in this article:
- Assigning a New Customer to a new project
- Assigning an Existing Customer to a new project
- Modifying Customer Information
Assigning a New Customer to a New Project
Suppose you are creating a new project for a new customer. In that case, you can add the customer information under the Info > Customer Contacts section of your specific project's info page. Once you've saved the customer contact details, they automatically get saved into your Customer List on OpenSolar (Control > Customers > Contacts).
NOTE: If you have ever added customer information (even on a project you deleted), their information will still be stored in your OpenSolar account. The system will not let you create a contact with the same email, so please refer to the next topic on assigning existing customers to a new project. Please note that once a customer has been assigned an email this information can not be modified.
Assigning an Existing Customer to a New Project
If you wish to assign an existing customer to a new project, you should click on Assign Existing Contact instead of filling in their details. You can search all existing contacts and select from the drop-down.
Modifying Customer Information
Making Changes to Customer Details
If you'd like to edit a customer’s information from the Project Page, click the edit (pencil) icon next to the contact's name.
This will take you to their contact details, where you can edit/update any of their information. After you do this, please . Alternatively, you could modify the customer's details by navigating to Control > Customers > Contacts.
Removing Customers from the Project
If you'd like to unassign a customer from a project, click on this icon .