Accounts & Contacts
Managing customers, contacts, notes, tags.
A guided tour of the account dashboard — the page where 80% of customer-related work happens. Every section explained, with recommendations for how to use each.
How to find the right account or contact fast — when to use the global search bar, when to use the list filters, and how tags fit in.
Three 'place' concepts in Suprata that all sound similar but model different things. Getting the distinction right is the difference between a CRM that scales and one that hurts.
Duplicate accounts fragment a customer's history across two records. There's no one-click merge — here's the safe manual procedure that won't lose data.
Tags are the most flexible way to slice your customer base — but they're also the easiest thing to wreck. Here's a tag taxonomy that stays useful past month two.
Notes, tags, and the activity log all record information on an account — but they're for different things. Here's the rule for which to reach for, and how AI-summarized notes fit in.
When the same person manages dozens of properties, each with its own bill, the right setup is one Contact attached to many Accounts. Here's the pattern and the gotchas.
Credits are owed-to-the-customer dollars on file. Here's when to issue one, how to apply it to an invoice, when to refund instead, and how the audit trail works.