US Space Force
US Space Force
Modified 2026-05-20
Basics
What kind of customer this is and how we describe them.
Where they are
Territory drives reporting; country + city help Mark route context.
Contact + ownership
Primary contact details + Addcomposites-side owners (drive who Mark notifies).
Comma-separated. Mark routes inbound mail/chat to this customer when sender matches.
Drive folders
Two distinct folders. The internal one is for our team; the customer-facing one is what they see when they sign into the portal.
Team-only. Holds our notes, working drafts, inbound emails, ops paperwork.
The Drive folder we share with the customer — usually named "Shared with [customer]" or "Shared folder". Powers the portal /documents embed. Typical layout: Technical / Shipping / Administrative / Financials, then per-quote subfolders.
Other links + integrations
Chat space, CRM cross-ref, pre-sale inquiry form.
Only when there's a live project with a dedicated Chat room. Otherwise leave blank — Mark falls back to the CRM email thread.
Pre-sale Inquiry Sheet (AFP-XS) link.
Agreements
Drive links to signed legal docs. Leave empty when not applicable.
Distributor
Flag + terms. Sub-fields appear once Is distributor is on.
Money + tax
Defaults applied when we draft a Quote / Sales Order / Invoice for this customer.
Internal notes
Background, history, gotchas. Visible to internal team only — never shown on the portal.
Saves on blur. Press Esc to revert.
Active projects
- Open · —
Recent sales orders
No sales orders.
Portal accounts
No portal accounts yet for this customer.
Contacts
No contacts linked.