Customer cards are here. All those essential contacts in one quick click.

1 April 2019

Finding your customers’ contact details really ought to be fast and faff-free. So today we’re launching a little update that makes it a lot easier. Say hello to customer cards, a one-click way to pull up all the details you need.

Until now, grabbing a customer’s phone number or email address meant stopping what you were doing, clicking on their name and looking through their customer page. That’s harder work than it should be.

Which is why we’re launching customer cards. From today, when you see the card icon next to a customer’s name, you can click (or tap) to pull up their customer card – showing their address, email and phone number.

You can call or email them instantly, just by clicking on the details in the card. And if you need more info about the jobs you’re doing for them, you can just click ‘View full profile’. Handy.

We think it’s a small change that’ll make a big difference. Want to see it in action? Here’s a (really) quick video…

That’s all there is to it. Super quick, super easy. Have fun!

About the author

Co-founder of YourTradebase. One quick, easy app that frees you from paperwork and lets you get back to the job you love. yourtradebase.com

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