Customer Info
The Info card displays and manages basic customer details like name, address, and contact information.
Customer header
Above the profile tabs, the customer header shows the customer name and segment badges. For wholesaler users, a dms badge shows the customer's source-system identifier.
When your integration provides a display ID, WiseParts shows the shortened customer number (without namespace prefixes). Otherwise the badge shows the full imported ID. Prospects keep their prospect reference as-is.
VAT appears in a separate badge when present. See Analytics 360 for sales analysis scoped to this customer.
Fields
| Field | Description |
|---|---|
| Name | Customer display name |
| Business Name | Legal business name |
| VAT | Tax identification number |
| Primary email address | |
| Phone | Primary phone number |
| Mobile | Mobile phone number |
| Address | Street address |
| City | City name |
| ZIP | Postal code |
| State/Province | State or province |
| Country | Country |
Editing
- Click the Edit icon on the Info card
- Modify the fields
- Click Save
Read-Only Fields
For customers synced from your source system, the following fields are read-only:
- Customer ID
- VAT number
All other fields can be edited directly in WiseParts.
Prospects
Prospects (not yet in your source system) have fully editable profiles — no read-only restrictions.