Customer Profile
Customer Info
View and edit basic customer details.
The Info card displays and manages basic customer details like name, address, and contact information.
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
Tip: Changes you make here are saved in WiseParts. If your source system syncs the same field, your changes may be overwritten on the next sync.
Read-Only Fields
For customers synced from your source system, some fields are read-only:
- Customer ID
- VAT number
- Fields managed by your integration
To update these, make changes in your source system and sync.
Did you know? You can tell which fields are managed by your source system — they appear grayed out in edit mode.
Prospects
Prospects (not yet in your source system) have fully editable profiles — no read-only restrictions.
Tip: Fill in prospect profiles completely before requesting account creation. The more data you provide, the smoother the onboarding in your source system.