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Add CRM features: Additional Contacts, Lead Source, Ship-To Address; update Help docs

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- New CustomerContact entity + migration (AddCustomerContactsAndCrmFields)
- Customer.LeadSource + ShipToAddress/City/State/ZipCode/Country fields
- Additional Contacts card on Customer Details with AJAX add/edit/delete
- Lead Source dropdown on Create/Edit; Ship-To section on Create/Edit
- Customer Details: side-by-side billing/ship-to when ship-to is set
- Help docs: Customers (contacts, ship-to, lead source, preferred powders, outstanding pickups)
- Help docs: Jobs (clone job, project name), Quotes (project name), Invoices (project name), Inventory (low stock clickable filter)
- HelpKnowledgeBase.cs updated for all features above

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Pouliot
2026-06-10 12:46:08 -04:00
parent 711cd01cd3
commit 94a89ee175
22 changed files with 12586 additions and 31 deletions
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src/PowderCoating.Web/Views/Help/Customers.cshtml
+142 -3
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@@ -136,8 +136,26 @@
</p>
<p>The details page shows:</p>
<ul>
<li><strong>Contact information</strong> &mdash; name, email, phone, and address.</li>
<li><strong>Account summary</strong> &mdash; current balance, credit limit, and pricing tier.</li>
<li><strong>Contact information</strong> &mdash; name, email, phone, address, and lead source.</li>
<li><strong>Account summary</strong> &mdash; current balance, credit limit, store credit, and pricing tier.</li>
<li>
<strong>Ready for Pickup</strong> &mdash; if any of this customer&rsquo;s jobs are in &ldquo;Ready for Pickup&rdquo; status,
a highlighted card appears in the right column showing each job number and how many days it has been waiting.
Jobs waiting 3&ndash;6 days show in amber; 7+ days in red.
</li>
<li>
<strong>Additional Contacts</strong> &mdash; billing contacts, ops contacts, drop-off contacts, and so on.
See the Additional Contacts section below.
</li>
<li>
<strong>Internal Notes</strong> &mdash; private notes added by your staff (not visible to the customer).
Notes can be marked as important <span class="text-warning">&#9733;</span> to highlight them for the team.
</li>
<li>
<strong>Preferred Powders</strong> &mdash; inventory items this customer frequently uses. Staff can
search and add powders here so that anyone creating a quote or job for this customer can quickly
see which colors they prefer. See the Preferred Powders section below.
</li>
<li>
<strong>Jobs tab</strong> &mdash; every job created for this customer, with status and date. Click
a job number to open it.
@@ -153,7 +171,7 @@
<li>
<strong>Deposits tab</strong> &mdash; all deposits recorded for this customer across any job or quote.
</li>
<li><strong>Notes</strong> &mdash; any notes saved against the customer record.</li>
<li><strong>Recent Activity</strong> &mdash; a combined timeline of the last 15 events (jobs, quotes, invoices, deposits) in reverse chronological order.</li>
</ul>
</section>
@@ -195,6 +213,122 @@
</p>
</section>
<section id="additional-contacts" class="mb-5">
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
<i class="bi bi-people text-primary me-2"></i>Additional Contacts
</h2>
<p>
Commercial customers often have more than one person involved in their account &mdash; a purchasing
manager, a billing contact, or the person who actually drops off and picks up parts. The
<strong>Additional Contacts</strong> section on the Customer Details page lets you store all of
them in one place so your team always knows who to call.
</p>
<p>To add a contact, open the Customer Details page and click <strong>Add Contact</strong> in the
Additional Contacts card. You can record:</p>
<ul class="mb-3">
<li><strong>Name</strong> &mdash; first and last name.</li>
<li><strong>Job Title</strong> &mdash; their role at the company (e.g., &ldquo;Purchasing Manager&rdquo;).</li>
<li><strong>Role</strong> &mdash; a category tag: Billing, Operations, Drop-Off, Sales, General, or Other.</li>
<li><strong>Email &amp; Phone</strong> &mdash; their direct contact details.</li>
<li><strong>Notes</strong> &mdash; anything else your team should know about this person.</li>
</ul>
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
<div>
<strong>Notifications always go to the primary contact.</strong> Additional contacts are for
staff reference only. All automated emails (job ready for pickup, invoice sent, quote
approval links, etc.) and SMS messages are sent to the email address and phone number on the
main customer record &mdash; not to the contacts listed here. If you need invoices routed to a
different address, use the <strong>Billing / Accounting Email</strong> field on the main
customer record instead.
</div>
</div>
</section>
<section id="ship-to-address" class="mb-5">
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
<i class="bi bi-truck text-primary me-2"></i>Ship-To / Pickup Address
</h2>
<p>
Some customers have a different address for pickups or deliveries than their billing address. You
can record a separate <strong>Ship-To</strong> address on the Create or Edit form. Leave it blank
if the customer picks up from the same address they bill from.
</p>
<p>
When a ship-to address is on file, the Customer Details page splits the Address card into two
columns &mdash; billing on the left, ship-to on the right &mdash; so the difference is immediately visible
to anyone looking up the customer.
</p>
</section>
<section id="lead-source" class="mb-5">
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
<i class="bi bi-signpost text-primary me-2"></i>Lead Source
</h2>
<p>
The <strong>Lead Source</strong> field lets you record how a customer found your shop. Options
include Walk-In, Google Search, Customer Referral, Social Media, Website, Repeat Customer, Trade
Show / Event, Flyer / Print Ad, and Other.
</p>
<p>
This field is optional and is shown on the Customer Details page under Business Information. It
is useful for understanding which marketing channels are bringing in customers over time.
</p>
</section>
<section id="preferred-powders" class="mb-5">
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
<i class="bi bi-droplet-half text-primary me-2"></i>Preferred Powders
</h2>
<p>
The <strong>Preferred Powders</strong> card on the Customer Details page lets you tag inventory
items that this customer regularly orders. It is a staff-reference tool &mdash; it does not auto-select
powders on quotes or jobs, but it gives anyone creating a quote a quick look at what colors this
customer has used before.
</p>
<p>To add a preferred powder:</p>
<ol class="mb-3">
<li class="mb-1">Open the Customer Details page.</li>
<li class="mb-1">In the <strong>Preferred Powders</strong> card, type part of the powder name or SKU into the search box.</li>
<li class="mb-1">Select the item from the dropdown and click <strong>Add</strong>.</li>
</ol>
<p>To remove a preferred powder, click the <strong>&times;</strong> button next to the item in the list.</p>
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
<i class="bi bi-info-circle-fill flex-shrink-0 mt-1"></i>
<div>
Only items that already exist in your <strong>Inventory</strong> can be added as preferred powders.
If a color isn&rsquo;t appearing in the search, check that it has been added to inventory first.
</div>
</div>
</section>
<section id="outstanding-pickups" class="mb-5">
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
<i class="bi bi-box-seam text-primary me-2"></i>Outstanding Pickups
</h2>
<p>
When one or more of a customer&rsquo;s jobs are in <strong>Ready for Pickup</strong> status, a
highlighted card appears in the right column of their Customer Details page. This lets your front desk
staff immediately see &mdash; without opening the Jobs list &mdash; whether a customer calling or walking
in has finished work waiting for them.
</p>
<p>The card shows:</p>
<ul class="mb-3">
<li>The job number (clickable, opens the Job Details page).</li>
<li>How many days the job has been waiting in &ldquo;Ready for Pickup&rdquo; status.</li>
</ul>
<p>Color coding helps prioritize follow-up calls:</p>
<ul class="mb-3">
<li><span class="badge bg-warning text-dark">Amber</span> &mdash; waiting 3&ndash;6 days.</li>
<li><span class="badge bg-danger">Red</span> &mdash; waiting 7 or more days.</li>
<li>No color &mdash; waiting 0&ndash;2 days (recently completed).</li>
</ul>
<p>
The card disappears automatically once all jobs for this customer have moved out of
&ldquo;Ready for Pickup&rdquo; status (e.g., to Delivered).
</p>
</section>
<section id="deactivating-a-customer" class="mb-5">
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
<i class="bi bi-person-dash text-primary me-2"></i>Deactivating a Customer
@@ -235,6 +369,11 @@
<a class="nav-link py-1 px-3 small text-body" href="#customer-details">Customer Details Page</a>
<a class="nav-link py-1 px-3 small text-body" href="#credit-limit">Credit Limit</a>
<a class="nav-link py-1 px-3 small text-body" href="#tax-exempt">Tax Exempt</a>
<a class="nav-link py-1 px-3 small text-body" href="#additional-contacts">Additional Contacts</a>
<a class="nav-link py-1 px-3 small text-body" href="#ship-to-address">Ship-To Address</a>
<a class="nav-link py-1 px-3 small text-body" href="#lead-source">Lead Source</a>
<a class="nav-link py-1 px-3 small text-body" href="#preferred-powders">Preferred Powders</a>
<a class="nav-link py-1 px-3 small text-body" href="#outstanding-pickups">Outstanding Pickups</a>
<a class="nav-link py-1 px-3 small text-body" href="#deactivating-a-customer">Deactivating a Customer</a>
</nav>
</div>