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Customer Details / Profile

The Customer Details section provides the available information associated with a selected customer. It allows authorized staff to review customer information before performing customer-related activities.

Cashier, Reception Staff, Manager, and Admin. 1 min read Updated Sep 14, 2026

Steps

  1. 1

    Navigate to CRM → Customer.

  2. 2

    Search for the required customer.

  3. 3

    Select the customer record.

  4. 4

    Review the available customer information.

  5. 5

    Make changes if required and permitted.

  6. 6

    Save the changes.

Screenshots

Frequently asked questions

No. Access should depend on the permissions assigned to the staff role.