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Customers & support

Customer profiles

Keep contact details, order history and account arrangements together so your team has context.

2 min read·Platform overview
Where to find it

Customers → open a customer

Before you begin

  • The customer’s correct contact information.
  • Permission to view or change customer records.

How to use it

  1. 1

    Find the right account

    Search the customer directory by the available fields. Check the name, company and email before opening a record.

  2. 2

    Review the profile

    Check contact details and account settings. Use the order history to understand recent work and outstanding issues.

  3. 3

    Update the needed details

    Edit the relevant profile section. Review wholesale, purchase-order or other special settings carefully before saving.

  4. 4

    Use the record to follow up

    Open the relevant order, notes or account records from the profile. Keep information specific enough for another team member to understand.

Screen walkthrough

Select a screenshot to zoom in. These are actual platform components using fictional example data.

Actual beta admin · fictional demo data

01Search and filter the directory to find the correct customer.

Actual beta admin · fictional demo data

02The profile connects contact details, account settings and order history.

You’re ready when…

The profile identifies the right customer and gives the team accurate contact and order context.

Continue learning

Reseller accountsReview reseller requests and manage the account arrangements used for trade customers.Purchase order paymentsTrack customers who use purchase orders and follow their outstanding balances.Messages & ticketsTrack customer questions and unresolved support work without losing the order context.

Need help with something specific?

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