Customer Profiles: Page Features

Select Target to open the Customer Profiles page. The Customer Profiles page provides access to all customer profiles, and helps you create and edit each customer profile.



Each row in the list represents a customer profile record, and displays a few key fields in that record. Click a column heading to sort all of the profiles in the listing by that field.

The following fields are displayed:

ID # (the unique profile ID number)
CRMS assigns a unique ID number to every customer profile record. If two or more profiles names (which are defined by CRMS users) are similar or identical, this number is the unique identifier.
CUSTOMER PROFILE NAME
The name of the customer profile as defined in CRMS. Click Customer Profile Name to open the record, either to see or edit its details.
INTERNAL NOTE
This summarizes the crucial dimensions of the customer profile. Through this, users can determine the purpose of a profile without opening each customer profile dimension to see how it is set up.
Updated
The date when the customer profile was created or most recently changed. This is the field used by default to sort the profile records. When you open the Customer Profiles page, the most recently updated customer profile records are displayed first.

The following functions are supported:

  • Edit : you can edit the associated customer profile record.
  • Clone : you can clone the associated customer profile record.
  • Delete : you can delete the associated customer profile record.