How to use the customer tab on TProfile

Users can

• Change the customer details when required.

• Contact Preferences.

• View Enquires.

• View Bookings.

• Add loyalty Points.

• Add Notes.

Here is how >

• Select the customer tab at the top of the dashboard.

• In the search Option - search for the customer by Name, email, or telephone number.

• Once selected click on VIEW.

Open

Detail

• Change, add, or update the customer details and click on update.

Contact Preferences

• GDPR Preferences, this only applies if you have the customer portal, giving the ability to manage business marketing preferences.

Enquiries

• Click on view and this will take you to the customer enquiry.

• The red dot will show how many enquiries have been made.

Bookings

• Click on view and this will take you to the customer enquiry to view any booked quotes.

• The red dot will show how many enquiries have been made.

Loyalty Points

• Add Record.

• Enter an amount set by the company example: 500 points is worth five pounds.

• Enter the reason for the points.

• Click ADD.

Open

• The red dot will show how many points.

• You will get a log of all the points created.

• To delete points, put a minus sign next to the amount -500.

Notes

• Add a note about your customer example: Gluten Free or Low Floor only {only the user can see the notes, not the customer }

Tip

• On customer, you can also add a new customer.

• This way can be used if you want to add a client without creating an enquiry straight away.

For further information, please contact our training manager, Kerrie O'Sullivan.

Email: kerrie@tprofile.co.uk