Customer Module (CRM) Countertop Overview
The Customer module (CRM) allows businesses to manage customer records, track transactions, apply loyalty points, and view customer-related activity within the POS and Genius Portal systems.
Navigate to the Customer module
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From the home screen, select the Point of Sale tab.
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Select Customers from the list of available apps.
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The customers module will open, starting with the directory view.
Note: To ensure that staff members have access to the module features review and assent the appropriate permissions. See THIS ARTICLE for help with assigning permissions in the Portal.
Add a Customer
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Navigate to the Directory page and select the All tab from the left side menu.
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On the Customer view page tap New Customer, located at the top right corner of the screen.
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You will be taken to the Add Customer screen where you will fill out the customer information fields.
Note: If no customer records exist, a New Customer tab will appear as an alternative.
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You’ll be prompted to enter the customer's information in a structured form. Fill in the following fields:
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First Name
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Last Name
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Phone Number (This may be used for SMS marketing or identification)
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Email Address (optional, but required for email campaigns or receipts)
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Sign up location
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Business name
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Business ID
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Business Tax ID
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Address
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Tap Continue to finish the creation of a new customer profile.
If you choose Cancel at any time during the process, a confirmation pop-up will appear asking you to confirm whether you want to discard the information entered. This is to help prevent accidental data loss.