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Customers

Unify your customers' data across the enterprise

Updated over 8 months ago

Core Customer Record and Collections - Layout

  1. Core Customer Record*: Add or edit the customer’s information.

  2. Customer Categories: Can contain one or many categories.

  3. Addresses: Can contain one or many customer addresses. Addresses can be designated as primary shipping, primary billing, or both.

  4. Custom Fields: Add values for custom fields that have already been defined under the custom fields data model.

  5. External IDs: The external ID(s) of this record.

Details for each are included below.

Core Customer Record - Edit/Add

  1. Customer Number*: Definable by the user, but is typically the ID in the system of record.

  2. First Name*: Customer first name.

  3. Last Name*: Customer first name.

  4. Email Address*: Customer email address.

  5. Company: Customer company.

  6. Comments: Any notes about the customer.

Category Collection - Edit/Add

This references existing categories created in the Customer Categories data type.

  1. Add Category*: Use the dropdown to select the category to be added.

Address Collection - Add

  1. First Name*: First name for the customer on the address.

  2. Last Name*: Last name for the customer on the address.

  3. Company: Company name for the customer on the address.

  4. Phone Number: Phone number for the customer on the address.

  5. Address 1*: Primary street address for the address.

  6. Address 2: Secondary street address for the address (apt, suite, etc).

  7. City*: City for the address.

  8. State*: State for the address.

  9. Country*: The country for the address.

  10. Zip Code*: Zip code for the address.

  11. Primary Billing: Is this the primary billing address for this customer.

  12. Primary Shipping: Is this the primary shipping address for this customer.

Note: This form expands out from the right on the core customer record.

Address Collection - Edit

  1. First Name*: First name for the customer on the address.

  2. Last Name*: Last name for the customer on the address.

  3. Company: Company name for the customer on the address.

  4. Phone Number: Phone number for the customer on the address.

  5. Address 1*: Primary street address for the address.

  6. Address 2: Secondary street address for the address (apt, suite, etc).

  7. City*: City for the address.

  8. State*: State for the address.

  9. Country*: Country for the address.

  10. Zip Code*: Zip code for the address.

  11. Primary Billing: Is this the primary billing address for this customer.

  12. Primary Shipping: Is this the primary shipping address for this customer.

  13. Custom Fields: Collection of the address record (grandchild collection of the customer record).

  14. External IDS: Collection of External IDs of the address (grandchild collection of the customer record).

Custom Fields Collection - Add/Edit

  1. Key*: Values for custom fields that have already been defined under the custom fields data model. Select one from the dropdown.

  2. Value*: The value for this custom field for this address record.

External ID Collection - Add/Edit

  1. External ID*: The ID for this address in an external connected system.

  2. External System*: The connected system with this ID for this address record.

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