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Customer History, Tags, and Exports

Review activity across contacts, manage tags, and download your exports.

Besides Contacts and Calendar, the Contact Manager has three more tabs: Customer History, Contact Tags, and My Exports. Here’s what each one is for and how to use it.

In this article:

 

 

 

Customer History

Customer History combines every contact’s history into one log, so you can see all activity in one place. Salespeople see their own activity. Managers see their store’s, and company admins see all stores.

Each entry shows what happened, the contact, the store, the salesperson, and who did it. Click a contact’s name to go to their record, or click a row to see the full details.

Common entry types:

  • New Customer: A contact was created.
  • Sale: A sale entered on the Floorboard or from your POS.
  • CRM Sale: A sale recorded from a contact record in the Contact Manager.
  • Potential: A potential sale entered on the Floorboard.
  • Lost Sale: A sale marked as lost.
  • Appointment, Rescheduled, Completed, Cancelled: Scheduled actions and their updates.
  • Note and Email: Notes added and emails sent.
  • Podium Review: A review request sent through Podium.
  • Customer Update, Reassign, Merge: Changes to a contact’s details or assignment.
  • Attachment Added and Attachment Removed: Files added to or removed from a contact.

Use Group By (like Type, Current Status, Salesperson, or Month) to see counts at a glance, or filter for late actions to follow up with salespeople.

To export the log, click the gear icon next to the page name and select Export All.

 

 

 

Contact Tags

Tags help you label and find customers, like VIP or Grand Opening. Any user can create and manage tags.

Create a tag

  1. Go to Contact Manager > Contact Tags.
  2. Click New.
  3. Enter a name, pick a color, and click Save.

You can also create a tag right from a contact record. 👉 Work With a Contact Record

Manage tags

Check the box next to one or more tags, then click Actions:

  • Duplicate: Makes an exact copy of the tag, which you can then rename.
  • Archive: Hides a tag you no longer use.
  • Unarchive: Brings an archived tag back.

Use the Active and Archived filters to switch between them.

 

 

 

My Exports

My Exports holds the files you’ve exported in the last 24 hours.

Exports from Export All on Contacts or Customer History, or Export from the Actions menu with your whole search selected, are created in the background. When the file is ready, a pop-up appears with a Download button. If you leave the page first, you’ll find it here.

Each export shows its format (CSV or Excel), when it was requested, its status, the number of rows, and when it’s available until. If an export fails, the reason shows under Problem.

Exports are only available for 24 hours. Download your file before it expires.

 

 

Still have questions? Call or text us at 833-503-9934, email support@trakwell.ai, or 👉 submit a ticket