YCB DESK
Contact directory
Person/company names, email, phone, addresses, notes and searchable client records.
CLIENT MANAGEMENT
Every customer, job and document connected.
A client should not disappear into separate spreadsheets. Keep contact details and work history together, with clearly controlled imports and status changes.
CONTACT RECORDS
Find the right client information quickly.
YCB Desk development includes the following customer record functions.
YCB DESK
Linked work history
Client relationships to jobs, quotes, invoices and follow-up items.
YCB DESK
CSV and Excel import
Column mapping, preview and validation, with duplicate prevention and rollback subject to final acceptance.
YCB DESK
Active/inactive status
Mark previous clients inactive and reactivate them without treating inactivity as a permanent deletion.
YCB DESK
Controlled deletion
Direct deletion of unlinked test records and safe options for linked financial history.
YCB DESK
User permissions
Access is controlled by business and role, independently of which menu modules are visible.