Customer Profile Overview

Customer Profile:

This is where you manage the selected customer as a whole, or view the Client Facing version of the portal.

  • Click "Back to Customers" to return to the profile search page, or use the top right search box to start a new search.

The three "chips"  denote that this customer has been properly linked to each respective entity. 

Meaning, for "Middle Earth Tech Solutions" we have a ConnectWise company profile, QuickBooks customer, and payment information from the BNG Gateway all related.

  • If any of these "chips" are missing (regardless of your specific CRM/Accounting package configuration), open invoices or contacts may not display.
    • In such a case that some of your integration chips are missing, you may need to visit the Entities mapping page.