How to search, add, edit customers information and more
Search and download uploaded files
Search uploaded files in seconds
Associate contacts and add communication consents
Add email, mobile, phone or address to a customer profile and define communications consents by channel
Edit contact information of a customer profile
Edit emails or phone contacts from a customer profile
Add a new customer
Learn how to create new customer profiles
Search a customer
Just using key information find a customer in seconds
Edit customers information
Add or update customers' information.
