> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Customer record tabs

> Understand the related tabs of the customer record: prospects, vehicles, signatures, attachments, legal processes and financial.

The **Customers** record gathers the main registration and the records related to service, sales and operations. The available tabs depend on the company's segment, permissions and active integrations.

## When to use

* Check everything related to a customer.
* Open a prospect associated with the registration.
* View signature documents, attachments, invoices or vehicles without leaving the record.
* Follow legal processes when the module is connected.

## Open the record

**1. Open the customer list**

In the menu, go to **Registrations → Customers**.

**2. Choose the customer**

Open the record you want to check. The list search can find customers by name, email, document or phone.

**3. Browse the tabs**

Select the relation you need. When a tab does not apply to the company or to your user, it does not appear.

## Available tabs

| Tab | What you find | Known conditions |
| :- | :- | :- |
| **Legal Processes** | Case number, court, case value, status, last synchronization, monitoring, owner and update actions. | Requires an active processes integration and the related permissions. |
| **Prospects** | Prospects related to the customer, stage/status and date. | Depends on access to the prospects registration and the related permissions. |
| **Vehicles** | Make/model, year, plate, mileage, status and fuel. | Appears for the **Car Dealership** and **Auto Repair Shop** segments; actions change according to the segment. |
| **Digital Signatures** | Documents sent for digital signature and the actions available to follow the process. | Depends on the contracts module, permissions and the configured signature integration. |
| **Payment Plan** | Plan related to the customer, with total, status and number of installments. | Appears when there is a payment plan related to the contract and the corresponding permission. |
| **Customer Attachments** | Private files associated with the customer, with title, type, size, date, view, download and delete. | Depends on the permission to view or change attachments. |
| **Financial** | Invoices, description, total, status, charges, issue and due dates. | Requires an active financial integration and the corresponding financial permission. |

## Use each tab

### Legal Processes

In the **Legal Processes** tab, you can add a process, update data, synchronize updates, view documents and configure **Monitoring** when the integration is active. Processes can also have an owner, status, deadlines and calendar events depending on the features enabled.

See [Add a process](https://docs.notfy.ai/en/juridico/adicionar-processo.md), [Monitoring and alerts](https://docs.notfy.ai/en/juridico/monitoramento-alertas.md) and [Case files and documents](https://docs.notfy.ai/en/juridico/autos-documentos.md).

### Prospects

Use **Prospects** to see the sales opportunity related to the customer. The tab lets you create a new prospect or associate an existing one. You can also edit, disassociate or delete the relation depending on your user's permissions.

See [Prospects, stages and labels](https://docs.notfy.ai/en/cadastros/leads.md).

### Vehicles

In the **Vehicles** tab, the operation depends on the segment:

* In **Auto Repair Shop**, you can create, edit and delete the customer's vehicle.
* In **Car Dealership**, use **Associate Vehicle** to link to the customer an available or reserved vehicle without an owner in the inventory.
* Bulk selection may offer **Generate Order** when that action is available.

See [Vehicles and inventory](https://docs.notfy.ai/en/operacao/veiculos.md) and [Service orders](https://docs.notfy.ai/en/operacao/ordens.md).

### Digital Signatures

In **Digital Signatures**, follow the documents sent to the customer and use the actions shown on the row. This is the list of signature documents in the record; sending depends on templates and a configured signature integration. See [Send for signature](https://docs.notfy.ai/en/contratos/enviar-para-assinatura.md).

### Payment Plan

In the **Payment Plan** tab, check the total, status and number of installments of the plan related to the customer. The plan terms belong to the contract; the actual charges are in the [Financial](https://docs.notfy.ai/en/financeiro.md) module.

### Customer Attachments

Click **Add Attachment**, enter the **Document Title / Identification** and upload a file. PDF, PNG, JPG, WebP and MP4 are accepted, with a limit of 50 MB per file. Then use **View**, **Download** or **Delete** in the **Actions** menu.

> [!NOTE]
>
> Attachments are private files. Share them only through your company's authorized channels.

### Financial

In the **Financial** tab, click **New Invoice** to enter the **Financial Integration**, the **Issue Date**, the **Due Date** and the **Description**. Once created, the invoice can be edited and, when eligible, you can use **Issue Charge** and choose the payment type.

See [Sales and charges](https://docs.notfy.ai/en/financeiro/vendas-e-cobrancas.md) and [Track charges](https://docs.notfy.ai/en/financeiro/acompanhar-cobrancas.md).

> [!WARNING]
>
> A tab may not appear even if related data exists. Check the company's segment, the active integration and your user's permissions before creating data on another screen.

> [accordion] Why doesn't the Legal Processes tab appear?
>
> It requires an active processes integration and the corresponding permissions. The tab may also be unavailable for the company's segment or plan.

> [accordion] Why doesn't the Vehicles tab appear?
>
> The tab is shown for the **Car Dealership** and **Auto Repair Shop** segments. In other segments, it is not part of the customer record.

> [accordion] Does the Financial tab create a charge automatically?
>
> No. **New Invoice** creates the invoice. The charge is a separate action, available when the invoice can be issued and there is an active financial integration.

> [card] [Register a customer](https://docs.notfy.ai/en/cadastros/cadastro-cliente.md)
>
> See the main data of the record.

> [card] [Privacy and LGPD](https://docs.notfy.ai/en/configuracoes/privacidade-lgpd.md)
>
> Learn how to handle customer data.

> [card] [Track signatures](https://docs.notfy.ai/en/contratos/acompanhar-assinaturas.md)
>
> Check the progress of documents.

> [card] [Customer financial](https://docs.notfy.ai/en/financeiro/vendas-e-cobrancas.md)
>
> Continue the billing and charging flow.


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