Open the customer record
Use the customer record when an invoice, payment, or forecast question needs relationship context.
- Review open invoices and payment status.
- Check past payment behavior.
- Read notes, files, and recent follow-up.
- Confirm the next owner and action.
Decide from context
The customer record helps separate routine reminders from sensitive follow-up, disputes, or accounts that need executive attention.
Keep the history clean
Add notes to the customer record instead of storing collection context in a private message or spreadsheet.