Customer record tabs

Understand the related tabs of the customer record: prospects, vehicles, signatures, attachments, legal processes and financial.

The Customers record gathers the main registration and the records related to service, sales and operations. The available tabs depend on the company’s segment, permissions and active integrations.

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When to use

• Check everything related to a customer.
• Open a prospect associated with the registration.
• View signature documents, attachments, invoices or vehicles without leaving the record.
• Follow legal processes when the module is connected.

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Open the record

1. Open the customer list

   In the menu, go to Registrations → Customers.

2. Choose the customer

   Open the record you want to check. The list search can find customers by name, email, document or phone.

3. Browse the tabs

   Select the relation you need. When a tab does not apply to the company or to your user, it does not appear.

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Available tabs

Tab	What you find	Known conditions
Legal Processes	Case number, court, case value, status, last synchronization, monitoring, owner and update actions.	Requires an active processes integration and the related permissions.
Prospects	Prospects related to the customer, stage/status and date.	Depends on access to the prospects registration and the related permissions.
Vehicles	Make/model, year, plate, mileage, status and fuel.	Appears for the Car Dealership and Auto Repair Shop segments; actions change according to the segment.
Digital Signatures	Documents sent for digital signature and the actions available to follow the process.	Depends on the contracts module, permissions and the configured signature integration.
Payment Plan	Plan related to the customer, with total, status and number of installments.	Appears when there is a payment plan related to the contract and the corresponding permission.
Customer Attachments	Private files associated with the customer, with title, type, size, date, view, download and delete.	Depends on the permission to view or change attachments.
Financial	Invoices, description, total, status, charges, issue and due dates.	Requires an active financial integration and the corresponding financial permission.

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Use each tab

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Legal Processes

In the Legal Processes tab, you can add a process, update data, synchronize updates, view documents and configure Monitoring when the integration is active. Processes can also have an owner, status, deadlines and calendar events depending on the features enabled.

See Add a process, Monitoring and alerts and Case files and documents.

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Prospects

Use Prospects to see the sales opportunity related to the customer. The tab lets you create a new prospect or associate an existing one. You can also edit, disassociate or delete the relation depending on your user’s permissions.

See Prospects, stages and labels.

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Vehicles

In the Vehicles tab, the operation depends on the segment:

• In Auto Repair Shop, you can create, edit and delete the customer’s vehicle.
• In Car Dealership, use Associate Vehicle to link to the customer an available or reserved vehicle without an owner in the inventory.
• Bulk selection may offer Generate Order when that action is available.

See Vehicles and inventory and Service orders.

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Digital Signatures

In Digital Signatures, follow the documents sent to the customer and use the actions shown on the row. This is the list of signature documents in the record; sending depends on templates and a configured signature integration. See Send for signature.

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Payment Plan

In the Payment Plan tab, check the total, status and number of installments of the plan related to the customer. The plan terms belong to the contract; the actual charges are in the Financial module.

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Customer Attachments

Click Add Attachment, enter the Document Title / Identification and upload a file. PDF, PNG, JPG, WebP and MP4 are accepted, with a limit of 50 MB per file. Then use View, Download or Delete in the Actions menu.

Attachments are private files. Share them only through your company’s authorized channels.

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Financial

In the Financial tab, click New Invoice to enter the Financial Integration, the Issue Date, the Due Date and the Description. Once created, the invoice can be edited and, when eligible, you can use Issue Charge and choose the payment type.

See Sales and charges and Track charges.

A tab may not appear even if related data exists. Check the company’s segment, the active integration and your user’s permissions before creating data on another screen.

Why doesn't the Legal Processes tab appear?

It requires an active processes integration and the corresponding permissions. The tab may also be unavailable for the company’s segment or plan.

Why doesn't the Vehicles tab appear?

The tab is shown for the Car Dealership and Auto Repair Shop segments. In other segments, it is not part of the customer record.

Does the Financial tab create a charge automatically?

No. New Invoice creates the invoice. The charge is a separate action, available when the invoice can be issued and there is an active financial integration.

Register a customer

See the main data of the record.

Privacy and LGPD

Learn how to handle customer data.

Track signatures

Check the progress of documents.

Customer financial

Continue the billing and charging flow.