Consult a customer card

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After entering a search criteria, a list will be displayed, please select the contact you are looking for to consult the customer card.

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We find on the left side:

1. Personal data

2. Addresses and optin information (postal, telephone & email)

3. Purchasing and loyalty indicators

4. The stores of attachments and centers of interest

5. Technical information (ID, zone, technical dates)

 

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As well as the "Timeline" on the right side, which lists the various customer events (campaigns, purchases, loyalty actions, other events, etc.).

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It is possible to filter the events by category.

Double click to select a single category, or add or remove categories for a view personalized.

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For example, double-click on the “Email” filter, then validate to preview the information.

 

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The expected information will be displayed in the Timeline.

 

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To view the details of an event, for example the details of a purchase, just click on the arrow to expand the information.

 

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