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What you will accomplish

You will open the right customer type page in Contacts—such as Storage, Detailing, or Marketplace—so your list shows only the customers your team works with today. You will also know how to fix a missing customer when they do not appear on a type page. Customer type pages are shortcuts. They do not create separate accounts. Each customer still has one main record on All Contacts.

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When to use a type page

  • Your role focuses on one service line (for example storage coordinators use Storage every morning).
  • You want a shorter list without scrolling past marketplace buyers or event-only contacts.
  • You are following up with everyone in one group after a campaign or event.
Use All Contacts instead when you are not sure which group someone belongs to, or when you need to search everyone at once.

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Before you start

  • You can open Contacts from the left sidebar.
  • Your facility has already set up customer groups in Configure CRM settings (an admin task).

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Open a customer type page

1

Click Contacts in the sidebar

In the left sidebar, click Contacts.Expected result: The Contacts area opens. On desktop, you may see sub-links such as All Contacts, Storage, and Vendors.
2

Expand Contacts if needed

If you only see one Contacts link, click the small arrow beside Contacts to expand the list.
Contacts sidebar expanded showing All Contacts, Storage, Events, Detailing, Ancillary Services, Marketplace, and Vendors
Each link under Contacts opens customers who belong to that customer group.
3

Click the type that matches your work

Choose the page that fits your task—for example Storage for vehicle storage customers.You can also open links directly:Expected result: The page title at the top matches the type you chose (for example Storage).
Storage contacts page showing a filtered list of storage customers with search and filters
A type page shows only customers tagged with that customer group on their record.

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Read the page header and count

Each customer-type page shows a title and a total count near the top—for example Storage Contacts with 6 total.
  • The title tells you which group you are viewing.
  • The total count helps you spot when a list looks too short (for example zero storage customers right after onboarding).
  • The subtitle under the title explains what belongs on that page (for example “Vehicle storage and membership”).
Why this matters: If you expect dozens of storage customers but the count says 0 total, the customers probably need a Storage tag on their record—not a new import.

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What changes on a type page

Why this matters: A customer can belong to more than one group. Someone might appear on both Storage and Detailing if your team tagged them that way.

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Everyday examples by type page

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Add or change a customer’s type

If a customer is missing from a type page, their record probably needs the right Customer Groups tag.
1

Open the customer on All Contacts

Go to All Contacts and open the customer record.Why this matters: You can edit groups from any page, but All Contacts is the safest place to start when you are not sure where someone belongs.
2

Scroll to CRM Information

Find CRM Information on the customer detail page.
3

Update Customer Groups

Under Customer Groups, add or remove types (for example Storage, Detailing).
CRM Information section on a customer record showing Customer Groups with Storage and Detailing selected
Customer Groups control which type pages show this customer. Add every group that applies—someone can appear on both Storage and Detailing.Expected result: After you save, the customer appears on each matching type page. Refresh the Storage (or other) list to confirm.
See Manage contact tags and CRM fields for more on stages, sources, and tags.

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Vendors are different

Vendors appears under Contacts in the sidebar, but vendors are outside companies your facility pays—not storage customers. Use Work with vendor contacts for detailers, transport companies, and similar partners. Use customer type pages for people who store cars or buy services from you.

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Troubleshooting

Customer missing from Storage (or another type)Open their record on All Contacts. Under CRM Information → Customer Groups, add the missing type. If they should not be in that group, search on All Contacts instead of the type page.
List looks emptyConfirm Filters & settings → Status is not hiding customers (for example Inactive only). New facilities may have few customers until you add or import records.
I need everyone, not one typeAlways use All Contacts or Find and filter contacts for phone lookups and duplicate checks.

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What to do next