Intro to the Customer's Personal Details tab

Summary

The Personal Details tab is where you can view and manage key customer information. This includes:

  • Contact Details
  • Personal Information
  • Additional Details
  • Emergency Contact Information
  • Reset Password Link

In this guide, we will walk you through how to view, update, or add customer details using the Personal Details tab.

 

Step-by-Step Guide

 

1. Search for the Customer

2. Access the Personal Details Tab

Once the customer is found, click on the Personal Details tab to access their information.

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Personal Information

  • First Name
  • Last Name
  • Date of Birth

    Screenshot 2024-10-21 at 11.09.03.png


Additional Details

  • Gender
  • Ethnic Background
  • Disability Information


    Screenshot 2024-10-21 at 11.09.08.png

Contact Details

  • Email Address
  • Telephone Number
  • Home Address

    Screenshot 2024-10-21 at 11.10.03.png


Emergency Contact Information

  • Emergency Contact Name
  • Emergency Contact Phone Number
  • Emergency Contact Home Address
  • Relationship

    Screenshot 2024-10-21 at 11.08.03.png

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GDPR Data Deletion

To comply with GDPR, you can permanently delete customer data by selecting the Delete Customer Data option.

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By following these steps, you can efficiently manage customer details within the Personal Details tab.

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