Customers
Find customer records, notes and preferences.
In this section
- Find a customer and review their historyUse Customers to understand a customer’s relationship with your business.
- Add a customer manuallyCreate a customer record for someone who contacts or orders from you directly.
- Add a private customer note or nicknameSave useful customer context for your team.
- Update a customer’s email preferences(video)Record an email-preference change a customer has asked you to make.
- Reward a customer with points or a personal discountUse the customer’s profile to manage an individual reward.