We've been hard at work making the Brewery Customer section feel less like a contact list and more like a full CRM — giving your sales team better tools to manage relationships, track activity, and stay on top of follow-ups.
What's New on the Customer Listing
- Last Sales Call: See at a glance when you last visited or spoke with each customer.
- Next Sales Call: Upcoming scheduled visits and follow-ups surface right in the list, highlighted in orange when they're coming up within 3 days.
- Bulk Schedule Visit: Select multiple customers and log a scheduled visit for all of them at once — great for planning a route.
Smarter Visit Logging
When you log a visit with a future date, BarSight now automatically creates a task as a reminder so it shows up on your schedule. Follow-up dates work the same way — set one and a task is created; clear it and the task is removed.
Richer Customer Profiles
The individual customer page now includes two new panels:
- Recent Task Comments: The last few comments from any visit-related tasks, so you can see what was discussed without digging through the schedule.
- Top Products: A quick summary of the customer's most-ordered products and package groups — useful context when heading into a sales call.
Custom visit fields also got a proper overhaul — you can now manage them with a clean modal editor that supports dropdowns, text areas, date fields, and more, right from the Customer Settings page.
These updates are live now. Head to Brewery → Customers to check them out!