A customer's profile puts everything about one person on one page: how many times they ordered, what was delivered or returned, how much they spent, their details and tags, follow-up tasks, and one history of orders, notes and calls.
Where to find it
Admin › CRM › Customers › Customers, then click a customer's name (or the arrow at the end of the row).
Seeing a profile needs CRM — see customers. Changing anything on it needs CRM — work with customers.
How it works
At the top: the name, mobile and email, the customer's groups (VIP, Repeat, New and so on) and tags. Buttons: Call (opens your phone's dialler) and WhatsApp (opens a chat with this number).
Four cards:
- Orders — all orders, with how many were delivered and how many cancelled or returned.
- Total spent — money from delivered orders.
- Average order — from all real orders.
- Last order — how long ago, and "customer since" the month of their first order.
Details: Name, Email, Address, District, Birthday, Looked after by (the staff member in charge of this customer) and Tags. Press Save after a change. Without the work tick, these boxes are greyed out.
Follow-up tasks: this customer's tasks, with the due time and the person. Add a new one with a title and a date and time.
Add a note or log a call: write what was discussed, or pick what happened on a call.
History: one timeline, newest first:
- Website orders with invoice, amount and status, and open order. Deleted orders show a "deleted" mark.
- Page orders (courier parcels and sellers' orders) with invoice, amount, state and the page code, and open.
- Notes and calls, with who wrote them and when.
Good to know
- The numbers update by themselves from the orders. You do not edit them.
- Details you type are kept. A new order fills only empty boxes.
- The history shows up to the 50 latest website orders, 50 page orders and 100 notes.
Common problems
- The Details boxes are grey and there is no Save button. The login has only CRM — see customers. Add CRM — work with customers in Users & logins.