Customer profile

Information about Customer personal, contact, and other details are on the "Customer profile" tab.

A Customer account looks like this:

The Account header in the left top part contains a Customer ID, a Customer Name, and a Customer status. You can get more details about the Customer whenever you hold the mouse on the Account header.

In the center top part, there are Customer badges. Go to Customer badges to see how to add a badge to the Customer account.

Below, there are tabs on which more detailed information is available.

The basic element on the customer account is a widget. Many different widgets display information from all the applications and databases linked to a specific customer account. You can get more details about the Customer whenever you hold the mouse on the Account header, too.

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Customer data edit

To edit customer data on the widget, click on the "Edit" icon in the widget's right top corner.

The setup form will appear. Edit the desired details and click on the "Save changes" button to save the setting. The information on the customer account will be adjusted.

Widget content description

At every widget, it is possible to show more descriptive information that helps to clarify what is on the widget. To show the widget content description, click on the "Info" icon in every widget's right top corner.

A detailed description will appear.

To close the content description, click on the "Close" icon.