Customers

  • Create a Customer

    Navigate to Customer -> Private Customers or Business customersCreate new customerAssign unique IDAdd information about the customer such as phone number, address, name et...

  • Merge customers

    If the same customer has been added to the system more than once, you can merge the duplicate records into a single profile. This works for Private and Business customers....

  • Anonymizing a customer (GDPR Compliance)

    To protect customer privacy and meet GDPR requirements, you have the option to anonymize a customer's data. This ensures that all personally identifiable information is re...

  • Contact person

    Adding contact persons for business customersFor business customers, you can add contact persons to make sure the right people are getting the information they need. These...