How to Create A Customer And Explanation About Customer Fields

How to Create a New Customer

1. Click on the "View" icon.

2. Then select "New Customer".

Basic Fields

• Customer's Name

• Customer's Number

Transactions Fields

• You can add, subtract, multiply, and divide values in five transaction fields.

• A detailed log is recorded for all transaction updates.

Detail Fields

• Store customer information in five Detail fields example:

  • Address

  • Age

  • Gender

Identifier Fields

• There are five identifier fields for customer identification, such as:

  • Email

  • Facebook ID

  • Instagram ID

• Use WhatsApp number and identifier fields in bots and automation for customer search.

Image Fields

• Two image fields are provided for Image Urls