How to Create A Customer And Explanation About Customer Fields

How to Create a New Customer


1.  Click on the "View" icon.


2.  Then select "New Customer".



Basic Fields



  • Customer's Name
  • Customer's Number



Transactions Fields

  • You can add, subtract, multiply, and divide values in five transaction fields.
  • A detailed log is recorded for all transaction updates.


Detail Fields



1.  Store customer information in five Detail fields example:


  • Address
  • Age
  • Gender



Identifier Fields

1.  There are five identifier fields for customer identification, such as:


  • Email
  • Facebook ID
  • Instagram ID



Use WhatsApp number and identifier fields in bots and automation for customer search.


Image Fields


  • Two image fields are provided for Image Urls.