Customer: View Details
After you create the customer account, you can add and change many details associated with that account through CSR’s Customer Details page.
From the search result page, clicking on any customer name displays the Customer Details page. The Customer Details page displays the following on the left pane:
The Customer Details page also provides tabs on the right panel to get details about Transactions, Rewards, Emails and so on. If CSR is configured for additional tabs to provide more information, those tabs are also displayed.
In addition to displaying customer information in several categories, the Customer Details page provides links to other customer pages in the top bar to add and modify customer data. See, Customer: Edit for details.
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