Customer page
How to work with a customer page. 360° customer profile maintenance.
Working with the customer page
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Editing customer data
On the editing page, changes can be made to customer card blocks, including: "Main data", "Phones", "Address", "Finance" and "Legal details". All data changes are recorded in "History of changes".
How to bind managers to customers in the system
This article describes how to bind managers to customers when creating a customer entry and when creating an order.
"In work" block
Tasks and orders that are being worked on right now.
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Data in the customer card
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Main customer data
This article describes the information that is displayed in the customer card, in addition to duplicate icons and how the validity of a phone number and email address can be validated.
Key customer indicators
Key customer indicators are customer-based analytical reports. They are updated once an hour.
Communications in the customer card
In the customer card, the "Communications" block includes the following general indicators: number of sent SMS and email messages, chats, and incoming/outgoing calls.
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Block of interaction with a customer
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Customer notes
An unlimited number of notes can be created in the system for each customer. You can also view notes in the customer list.
Creating a task from the customer card
This article describes how to create a task directly via the customer card.
Sending an email from the customer card
To send e-mails, the templates for the "Customer" event are also used. In some cases, you may need to confirm the sender's e-mail in the system settings.
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