Quiet customers (who you haven't been in touch with lately)

What this does

Lists customers you haven’t reached out to for a while, so nobody slips away unnoticed. The Quiet customers tile on the dashboard shows how many there are; click it to see the list.

What counts as contact

Each of these resets a customer’s clock:

sending them an email, an invoice or an estimate,
inviting them to an appointment, or an appointment with them that took place,
a note where you ticked I contacted them (Phone call, In person or Other). See Notes & Actions.

A customer becomes quiet after a number of days without contact. You set the number for the business in Settings → Profile (see Business profile).

Steps

On the dashboard, click the Quiet customers tile.
The page lists them with when you last contacted them (or Never contacted, with how long ago they were added). Longest first puts the longest-quiet at the top; click it for Most recent first.
Show all customers lists everyone, quiet or not, with how many days since contact (or since they were added). The button then reads Showing everyone: click it again to see only the quiet ones.

Showing everyone 4. Click a customer to see their last contact and get in touch from there.

Quiet customers

A different limit for one customer

Some customers you only hear from once a year; others should never be flagged. Open the customer, click Edit, and under Flag as quiet after choose:

Use the default (… days),
A custom number of days (1 to 3650), or
Never: don’t flag this customer.

If something goes wrong

“Nobody’s gone quiet”: everyone has been in touch inside their limit.
A phone call doesn’t count: log it as a note with I contacted them ticked.
A customer you archived is not here: archived customers are left out of this list, Show all customers and the dashboard tile. Restore the customer and they come back with their contact history. See Archive a customer.