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.
Personal Information
- First Name
- Last Name
- Date of Birth
Additional Details
- Gender
- Ethnic Background
- Disability Information
Contact Details
- Email Address
- Telephone Number
- Home Address
Emergency Contact Information
- Emergency Contact Name
- Emergency Contact Phone Number
- Emergency Contact Home Address
- Relationship
GDPR Data Deletion
To comply with GDPR, you can permanently delete customer data by selecting the Delete Customer Data option.
By following these steps, you can efficiently manage customer details within the Personal Details tab.