Customer Page Navigation
The customer page keeps frequently used work available as tabs while placing less-used sections in a separate menu.
Open a customer section
- Open Customers and select a customer.
- Choose the section you need from the tab row.
Depending on your account access and the customer type, the tab row can include:
- Timeline
- Comments
- Emails
- SMS
- Sales Docs
- Invoices
- Uploads
- Tasks
- Jobs
- Members for Association customers
Sales Docs contains customer proposals, contracts, and contract variations. Uploads and invoices remain separate so you can open them directly.
Open less-used customer sections
Select the ellipsis button at the end of the tab row to open:
- Customer notes
- Activity log
- uDrew, when it is configured for your organisation
The ellipsis button is highlighted while one of these sections is open, and the current section is marked in the menu.
The Actions menu in the customer header is separate. Use Actions for commands such as changing or deleting a customer, and use the ellipsis button to move between customer sections.
Continue in the same section
When you move from one customer to another, Neptune opens the same section you were using. This is remembered for the current browser session.
A link to a specific customer section always opens that section. If the remembered section is not available for the next customer or your account, Neptune opens Timeline instead.