• Search and download uploaded files

    Search and download uploaded files

    Search uploaded files in seconds

  • Associate contacts and add communication consents

    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 contact information of a customer profile

    Edit emails or phone contacts from a customer profile

  • Add a new customer

    Add a new customer

    Learn how to create new customer profiles

  • Search a customer

    Search a customer

    Just using key information find a customer in seconds

  • Edit customers information

    Edit customers information

    Add or update customers' information.