Customer Profile
The customer profile is your central view for all information about a specific customer. From here you can access their dashboard, update details, view sales analytics, track activities, and manage transactions.
Opening a Customer Profile
Access customer profiles from multiple places:
- Customer List — Click any customer row
- Search — Use global search to find and open a customer
- Activity or Task — Click the linked customer name
- Reports — Click customer names in report results
Profile Header
The header displays key customer information at a glance:
- Customer Name — Business or personal name
- Customer ID — Identifier from your source system (or VAT depending on your organization)
- Segment — Current segment assignment with color indicator
- Prospect Badge — Shows if this is a prospect (not yet in your source system)
Header Actions
The header provides quick actions:
- Refresh — Sync latest data from your source system
- Sync — Force a full refresh from your source system
- Request Account — For prospects, request account creation in source system
Tab Navigation
The side menu provides access to different views of customer data:
| Tab | Description |
|---|---|
| Dashboard | Performance widgets, KPIs, and activity summary |
| Profile | Contact info, salesmen, categories, credit limits |
| Analytics 360 | Detailed sales analysis with drill-down |
| Activities | Visit history and customer interactions |
| Tasks | Open and completed tasks for this customer |
| Agreements | Active pricing or promotional agreements |
| Notes | Internal notes about this customer |
| Orders / Invoices / Quotes / Due Docs | Transaction history (if enabled) |
Tab visibility depends on your role and enabled features. Not all tabs appear for all users.
Branch Selector
For customers with multiple locations (branches), use the branch selector to switch between them.
How It Works
- The branch selector appears in the header when a customer has branches
- Click to see all available branches
- Select a branch to view its specific data
- All tabs update to show branch-specific information
Branch Context
When viewing a branch:
- The header shows which branch you're viewing
- Dashboard shows branch-specific KPIs
- Activities, tasks, orders, and invoices filter to that branch
- Analytics shows only that branch's sales data
To return to the main customer view, click the branch selector and choose the parent customer.
Wholesaler Selector
For manufacturer users viewing customers across multiple wholesalers:
- A notification bar shows when viewing customer data from a specific wholesaler
- Click Change to select a different wholesaler's perspective
- Analytics and transaction data update to reflect that wholesaler's records
This is useful when a manufacturer wants to see how a customer performs with different distributors.
Sync with Source System
The Sync button refreshes customer data from your integrated source system.
When to Sync
Use sync when:
- You've made changes in your source system that aren't reflected yet
- Customer information appears outdated
- Routes or credit limits need updating
What Gets Synced
Depending on your integration, syncing updates:
- Basic customer information (name, address, contacts)
- Credit limits and financial status
- Delivery routes
- Category assignments
- Branch information
Quick Navigation
From Profile to Related Features
- View Analytics — Click the Analytics 360 tab for sales deep-dives
- Create Activity — Go to Activities tab, click +
- Create Task — Go to Tasks tab, click +
- Create Order — Click New Order tab (if orders feature enabled)
Keyboard Shortcuts
Navigate tabs quickly with keyboard shortcuts (when enabled):
- Use arrow keys to move between tabs
- Press Enter to select a tab