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Customer Management

My Customers

From the EIOBoard application or Outlook Add-in, the My Customers feature allows you to select a customer when changing status, search for a customer to see which staff is assigned to them, and select a customer and contact when sending While You Were Out messages. You will have complete customer contact information at your fingertips, straight from within EIOBoard, and there is also a Customer Report which shows the total number of hours consumed for each customer for job tracking purposes.


  • Ability to assign employee contacts to customers
  • Track the amount of time spent with a customer for billing purposes
  • Easily look up company contact for a particular customer
  • Take While You Were Out notes and add a customer to the note for quick access
  • Import and synchronize customers from existing business systems

Helpful Links

How to Use the My Customer Feature
How to Use the Customer Sync Windows Service