The Customers data model provides a unified view of customer information across your enterprise, allowing you to centralize and manage customer data from multiple systems.
Adding Customers
You can add and edit customer records.
To add customer records:
Click Data Management > Customers. iPaaS.com displays the Customers form.
Click Add Customer.
On the New Customer form, add the customer's information.
(Optional) To add a category, click Add and choose a category from the Key dropdown.
Click Apply. The record is added, and the optional category is added.
Editing Customers
You can edit basic customer information and add the customer to a category, add additional addresses, customer relationships, custom fields, and external IDs.
To edit a customer record:
On the Customers form, select the customer and click the edit icon.
Edit the basic customer information.
(Optional) You can add or edit Custom Fields and External IDs. See Custom Fields and External IDs for those procedures.
When complete, click Apply, and the record is updated.
NOTE: You can't edit a customer category on an employee record. Instead, you edit it in Customer Categories.