Customers · updated 2026-08-08

How to open a customer profile in Dumpster Controls

Clicking a row opens the customer drawer: a full profile with quick actions and six tabs covering everything the customer has done with you.

1. 1

   Open the drawer

   Click anywhere on a customer row (except the arrow, checkbox, or orders pill). The drawer slides in with the customer's name, company, type badge, and "Active" or "Inactive" status.

2. 2

   Use the quick actions

   "Send Invoice" opens the invoice sender; a red counter on the button shows how many open invoices the customer has. "Call" appears when a phone number is on file and dials it directly.

3. 3

   Read the "Overview" tab

   Four stats lead: "Lifetime Value", "Total Orders", "Member Since", and "Type". Below them sit the "Contact" section (email, phone, address), the "Transactional notifications" toggle, and "Notes" ("No notes yet." when empty).

4. 4

   Explore the other tabs

   "Details" shows and edits every field. "Orders" lists the full order history. "Invoices" lists their invoices. "Estimates" lists their estimates. "Activity" shows a timeline of order events ("No activity yet" when empty).