App view

Customer Profiles

View and manage customer profiles. Customer details, contact information, and available order associations are accessible from one customer view.

Open in app →Preview with demo data — not interactive.

In this module

How the workflow works

Three practical steps show what this view is for and what you can get done in it.

  1. 01

    Search for a customer or create a new profile.

  2. 02

    Review or update contact details and saved profile information.

  3. 03

    Select the customer in a relevant order flow when needed.

Result

Customer details are available to the order workflows that support them.

Important context

A complete cross-channel customer history depends on imported or synchronized order data.

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