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Customer details page – Full Profile View 

The Customer details page provides a comprehensive, scrollable view of a customer's profile within the Customer module. It combines identity data, engagement metrics, and transactional history in one place, giving staff and managers an understanding of the customer.

To access this page, go to the Directory page in the module, and click on any Customer Row. This will open the detailed view for the selected customer.

The Customer Details Page is designed to present both static identity information and dynamic performance data related to customer activity and loyalty. The following sections are available:

Identity and contact Information

This section appears at the top of the page and includes:

  • Full name

  • Phone number

  • Email address

  • Sign-up location

  • Loyalty status

  • Customer status

 

 

Each of these fields can be modified directly via the Edit Customer button at the top-right of the page. 

 

Note: If you attempt to leave the page without saving changes, a confirmation pop-up will appear to prevent accidental data loss.

 

Customer engagement metrics

Just below the Customer Info section, you’ll find key performance metrics that provide insight into how this customer is engaging with your business:

  • Join Date  – Helps track the customer lifecycle by noting their first visit.

  • Transactions – Number of purchases or visits linked to the customer’s profile.

  • Total spent – Total monetary value of the customer’s transactions over time.

 

These metrics help staff quickly assess the value and engagement level of each customer.

 

Loyalty status

If your business uses a loyalty program, this section displays:


 

When you click the Details button the following information will appear

  • Total Points available for redemption

  • Available Reward balance

  • Loyalty Account status

  • Initial registration date

Loyalty

 

Loyalty-related data is helpful when deciding on targeted promotions or in-store offers.





Transaction history

At the bottom of the page, a detailed table lists individual customer transactions, including:

  • Transaction date and time

  • Type of transaction (Online, POS, Virtual terminal)

  • Transaction ID

  • Amount spent



Customer notes

An editable notes section is provided for internal staff to log important details, such as:

  • Special preferences

  • Membership status

  • Important customer service interactions

  • Follow-up tasks

 

Step-by-step summary

  1. Open the Customer module from the left-hand Navigation Menu.

  2. Go to the Directory page and click on a customer row.

  3. Review the following in the Customer details View:

    • Identity and contact information

    • Engagement metrics and activity levels

    • Loyalty and rewards data

    • Transaction history table

    • Editable customer notes

  4. Use Edit to update profile fields or notes as needed.

  5. Exit or save changes as required—unsaved edits will trigger a cancellation confirmation popup.

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