Client Card in CRM

The Client Card in FieldCamp provides a comprehensive and structured overview of all relevant client information. It acts as a knowledge graph, enabling users to access contact details, custom properties, upcoming events, email exchanges, and client files efficiently. This feature ensures seamless client management by consolidating critical data into one intuitive interface.

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Key Features of the Client Card

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1. Client Details & Custom Properties

• View basic client information including name, phone, email, and address.

• Any custom properties added (e.g., industry, preferences, VIP status) are displayed.

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2. Events

• Displays upcoming jobs and calendar events linked to the client.

• Allows users to schedule new tasks or appointments directly from the Client Card.

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3. Email Exchanges

• View past email conversations with the client.

• Compose and send new emails from within the Client Card.

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4. Client Files & Notes

• Upload and manage client-related files.

• Create folders to organize files effectively.

• Add notes manually or use AI-powered note templates (e.g., a material list template).

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Steps to View and Utilize Client Cards

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1. Navigate to the Client Card

• Open FieldCamp in your browser.

• Go to the Clients section from the main menu.

• Click on a client’s name to open their detailed Client Card.

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2. Explore the Client Card Layout

• The card typically includes:

  • Name & Profile Photo

  • Contact Details (Phone & Email)

  • Address

  • Custom Properties

  • Notes & Service History Summary

  • Tabs for Emails, Events, and Files

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3. Access Detailed Information

• Click on tabs to switch between Details, Events, Emails, and Files.

• View past jobs, invoices, or appointments.

• Download or attach important documents.

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4. Perform Actions from the Client Card

• Edit Client Information: Update contact details or add notes.

• Schedule Services: Create jobs or calendar events linked to the client.

• Send Emails: Start email conversations directly from the Client Card.

• Manage Files: Upload new files, organize them in folders, or create structured notes.

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5. Search & Filter Client Cards

• Search Bar: Quickly find a client by name, email, or location.

• Filters: Narrow down results based on client status, last contact date, or other parameters.

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Key Benefits

• Centralized Client Information: Access everything related to a client in one place.

• Time-Saving: Quickly retrieve past interactions, documents, and scheduled tasks.

• Improved Organization: Use filters, structured notes, and categorized files.

• Seamless Communication: Integrate email conversations directly within the Client Card.

With FieldCamp’s Client Card feature, managing client relationships becomes more streamlined, structured, and efficient, ensuring all necessary details are easily accessible at a glance.