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Customer Card Information (Read-Only Version)

Owned by Patrick Hauser (Unlicensed)
Last updated: Jun 14, 2023
3 min read

 

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This is a read-only version of the Customer card that allows users to view the record in CallPotential and see any notes the Agent may have added. Click here to learn about the full Customer card which can be edited.

Note

This card cannot be edited. 

Contact Header

  • (A) Name - This is the name associated with the account and will appear in all Customer searches and Collection event lists.

  • (B) Type - Types include Lead, Customer, & Previous Customer.

  • (C) Phone - This is the primary number associated with the account.

  • (D) Phone Dropdown - Clicking this dropdown provides access to additional phone number(s).

  • (E) Email - This is the primary email address associated with the account.

  • (F) Email Dropdown - Provides access to additional email address(es), if any, associated with the account.

  • (G) Status - Customer categories reflect their payment status and include Current or Delinquent.

  • (H) Location - This is the location where the Customer is currently renting.

  • (I) Location Information - Click this to access important location information such as;

    • Local time

    • Address

    • Website and email address

    • Office and Access Hours

    • Any additional information your management team added



Unit Details - Unit Details are listed separately if multiple units are rented.

  • (J) Unit Description - This area provides the unit number, size, and type of unit rented. Unit type can include such things as Climate Control or Parking and is configured by your management team within the property management software for the specific location.

  • (K) Rate - This amount represents the standard recurring monthly rate, not including any taxes or fees associated with the unit. 

  • (L) Next Due Date - This lists the next date a payment is due.

  • (M) Last Payment - This is the most recent date a payment was received.

  • (N) Paid to Date - This is the date that the unit is paid through.

  • (O) Past Due - Indicates how many days this particular unit is past due. Note: For current Customers, this field will be blank. CallPotential considers Day 0 as their due date. Day 1 is the first day collection events may occur.

  • (P) Amount Due - This is the total amount due for the unit, including any outstanding payments.



Customer Details

  • Customer Details - Provides additional information including their gate code.



Notes

  • Notes are listed separately if the Customer has multiple units.