Docs section
Contacts guides
Matches the Contacts area in the dashboard sidebar for customer records, CRM context, tags, and follow-up work.
Contacts overviewUnderstand the customer and CRM workflows available from the Contacts section of the dashboard.Add a customerCreate a customer record so your team can connect people, cars, invoices, and communication history.Import customers and cars from a spreadsheetBring an existing customer list into Car Storage Software and review it before records are created.Find and filter contactsSearch, filter, and change Contacts views so you can quickly find the right customer record.Export and use the customer reportReview customer records in one table, sort by billing or portal status, and export a spreadsheet for your team.Manage contact tags and CRM fieldsUse tags, pipeline stages, customer types, and sources to organize and segment your customer base.Review customer activity and historySee emails, texts, notes, billing, and event changes in one timeline on the customer record.Link cars and documents to a customerConnect vehicles, contracts, and uploaded files to the correct customer record.Manage billing on a customer recordConnect a customer to payment processing, save payment methods, and review billing settings from their contact page.Edit customer detailsUpdate customer contact information, CRM fields, notes, and account status from the customer detail page.Invite a customer to the portalSend a sign-in link so the customer can access their cars, billing, documents, and schedule from the customer portal.Understand portal access levelsLearn the difference between Full and Ticket-only portal access, when each applies, and how to help customers sign in.Guide a customer through the portalHelp a customer sign in, understand what they can do, and complete common portal tasks with confidence.Handle duplicate or merged customer recordsFix duplicate customers by migrating to an additional contact, restoring deleted records, or deleting mistakes safely.Manage additional contactsAdd spouses, assistants, bookkeepers, and other people who help manage a customer's account.