What is this page?

One unified view of every customer — new applicants, active Fishbowl customers, and configurator access requests — all in one place. Every row is a company, and every action you need (approve, email, link, push to Fishbowl) lives on the card.

Where customers come from

• Onboarding form — submitted at /onboarding. Full credit application with references, payment method, billing/shipping addresses.
• TruSim configurator access — customer requests access to build golf screen quotes online. Starts as just a name + email; they fill out full onboarding later only if needed.
• Fishbowl customers — every active customer in Fishbowl is pulled in automatically (synced nightly + on-demand).

No duplicates: if a configurator user later submits the full onboarding form, the two entries auto-merge into one card. The new form values win on any overlap.

Status values

• New — just submitted, not yet reviewed.
• Pending — references contacted, waiting on responses (Net 30) or CC form returned (Credit Card).
• Approved — account is active. Customer got the approval email automatically.
• Denied — application not approved. Any pending TruSim orders are cancelled automatically.
• Trusim Pending / Trusim Active — configurator access request state before full onboarding.

🔗 Fishbowl Link Status — the card's traffic light

Every card has a small widget showing its connection to Fishbowl. Three states:

• 🟢 Linked — this card is connected to a real Fishbowl customer. Orders will flow. Click Unlink only if the connection is wrong.
• 🟡 Possible match — system found a Fishbowl customer with a similar name. Review and click Link if it's the right one.
• ⚪ Not in Fishbowl yet — no matching record exists. Use the 🔎 Search Fishbowl field to find the right customer, OR if they're truly new, fill in FB Export Fields and click ↑ Push to Fishbowl.

🔎 Search Fishbowl (live)

Type any part of the company name — finds matching Fishbowl customers instantly. Catches variations like "Midwest Golf LLC" vs "Midwest Golf Innovations" that the auto-match misses. Click any result to link this card to that Fishbowl customer.

↑ Push to Fishbowl (new customers)

If the customer is NOT in Fishbowl yet, this button creates them automatically:

1. Expand the card's Fishbowl Export Fields section.
2. Fill in Salesman, Payment Terms, Credit Limit, Classification, Carrier, Shipping Terms, Alert Notes.
3. Click 💾 Save Fields first.
4. Click ↑ Push to Fishbowl. Confirm the dialog.
5. Fishbowl creates the customer, assigns a number, and the card auto-flips to 🟢 Linked.

Safety check: if Fishbowl already has a customer with the same name, the system warns you with a duplicate list instead of creating a second record. Review before proceeding.

Backup option: ⬇️ Download Fishbowl CSV still works — produces the same 43-column import file if you'd rather import manually.

Email actions (expand a row to see them)

• 📧 Wire Instructions — Sends full Pinnacle Bank wire details to the customer.
• 📧 Send CC Auth Form — Emails customer a request to return the credit card authorization form. CCs accounting@ and jaya@.
• 📧 Send Ref Request — Emails each trade reference individually with a web form link + PDF attachment. References submit online or email back. CCs accounting@.
• 📧 Send Shipping Form — Emails customer a link to the Customer Shipping Form (carrier preference, accessorials, dock hours, contact). When they submit, the data lands on the card's Shipping Setup block and a one-line summary is appended to Additional Alert Notes (which rides into Fishbowl on the next export). Notifies logistics@ and accounting@. Available regardless of payment method.
• ✓ Approve Customer — Sets status to approved, sends approval email. If the card is already Linked to Fishbowl, the customer can place configurator orders without any further prompts.

🐟 Fishbowl Export Fields

All dropdowns (Salesman, Payment Terms, Carrier, Shipping Terms) pull live from Fishbowl — the options always match exactly what's in Fishbowl, and now the system stores the Fishbowl ID under the hood so there's never a mismatch when pushing.

If the card is Linked, these fields pre-populate from Fishbowl (green banner at the top of the section).

🐟 Fishbowl Customers Tab

The Fishbowl filter shows all existing customers pulled directly from Fishbowl. Expand any customer to edit fields and click 💾 Save to Fishbowl — updates take effect immediately in Fishbowl via the API.

The Audit Log tab on each customer shows every change, by whom, and when.