Product Modules
Customer records in the HeyZack Partner Portal
Learn what customer records contain, how to browse and filter your customer list, and how to navigate from records to full installation history.
Customer records are the permanent home for everything you know about each person you serve. Every customer tied to your partner account lives on the Customers page, where you can search across your entire database, filter by status, and open any record to see full contact details alongside that customer's complete installation history.
What a customer record contains
Each customer record stores the following information:
| Field | Description |
|---|---|
| Name | The customer's full name |
| Primary email address | |
| Phone | Contact phone number |
| Address | Service address for installations |
| Status | Whether the customer is active or inactive |
| Installations | All installation jobs linked to this customer |
Note
Customer records are available in your portal account and remain accessible even after installations are complete.
Browsing your customers
The Customers page opens in list view by default. Each row shows the customer's name, email, phone, and address at a glance. A badge on each row indicates how many installations are associated with that customer.
The portal also supports a grid (card) view that organizes customers into columns by status, making it easy to see how your customer base breaks down at a glance.
Customer statuses
Every customer record has one of two statuses:
Active
The customer has an ongoing relationship with your business — for example, a scheduled or in-progress installation, or a recently completed job.
Inactive
The customer's engagement has ended or been paused. Inactive records remain fully searchable and can be reactivated at any time.
Searching and filtering
Use the search bar at the top of the Customers page to find any customer by name, email, or phone number. Results update as you type, so you can locate a record without knowing the exact spelling.
When you are in list view, you can also apply a status filter to narrow the list to active or inactive customers only. Combine search and filter together to zero in on a specific subset of your customer base.
Tip
Pagination keeps the list fast — 10 customers appear per page. Use the page controls at the bottom of the list to move through larger datasets.
Next steps
Once you have found the customer you are looking for, you can open full contact details and review installation history.
View customer records and installation history
Open customer details, review timelines, and track installations linked to each customer