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Getting/Updating details of customers
Getting/Updating details of customers
Jobin Johny avatar
Written by Jobin Johny
Updated over 5 months ago

How to View customer details

To view customer details, follow these steps:

Step 1) Navigate to the side navigation bar and select "Customers" from customers.

Step 2) Click on the customer whose details you want to view or update, on the window that appears to the right.

Step 3) Locate the customer details on the screen that appears to the right.

That's it! You have now successfully viewed the necessary details on the appropriate screen.

How to change/upload the customer Image

To change/upload the customer image, follow these steps:

Step 1) Go to the side navigation bar and select "Customers."

Step 2) Click on the customer whose image you want to change or upload on the window that appears to the right.

Step 3) Click on the browse icon located at the bottom of the image box.

Step 4) Browse for the desired image that you want to upload or change from your system.

Step 5) Select the desired image from your system

That's it! You have successfully uploaded or changed the customer's image.

How to fill in customer details.

To fill in details inside mandatory fields, Follow these steps:

Step 1) Navigate the side navigation bar and select “Customers”

Step 2) Click on the customer to whom you want to add or update details.

Step 3) On the window that appears to the right, click on edit button on the profile space.

Step 4)A side drawer appears, After filling in the necessary details, click on the Save "icon" to save the changes you have made.

Domain Name: Input the domain names associated with the customer.

What details should be filled in Primary and Secondary Contacts

Details to be filled for the primary contact and secondary contact are as follows:

Customer Owner:

Add customer owner by clicking on "+" button in the section, a side-drawer with user list appears add from the user list.

Primary Contact:

Add primary contact by clicking on "+" button in the section, a side-drawer with user list appears add from the user list.

Secondary Contact:

Add secondary contact by clicking on "+" button in the section, a side-drawer with user list appears add from the user list.

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