1. Open the customer profile
From the customer list, select the customer you want to view
2. Review the customer’s information
The profile gives you access to the customer’s contact information, transaction activity and customer-related figures.
3. Use the customer actions
Open the three-dot menu to access the actions available for the customer, including editing the customer, chatting on WhatsApp, adding a credit note, making the customer inactive, deleting the customer, viewing credit-note history or exporting their information.
