Common issues and solutions for customer management functionality.
Common Issues and Solutions
Customer Not Appearing in Search
Duplicate Customers Found
Portal Invitation Not Received
Cannot Delete Customer
Import Failing
Contacts/Locations Not Saving
Getting Help
For unresolved issues:
Quick Reference: Customer Hub Features
| Feature | Location | Purpose |
|---------|----------|---------|
| Search | Top of Customer Hub | Find customers quickly |
| New Customer | Header button | Create new account |
| Bulk Import | Bulk Operations menu | Import from file |
| Bulk Invite | Header or multi-select | Mass portal invitations |
| Customer Profile | Click any customer | View full details |
| Contacts | Profile → Contacts tab | Manage contacts |
| Locations | Profile → Sites tab | Manage service sites |
| Rate Card | Profile → Rate Card tab | Editable Rate Card, Service Plan setup, and cycle invoicing |
| Invoices | Profile → Invoices tab | Financial management |
| Portal Access | Profile → Invite button | Enable self-service |