Handle Customer Information
The Handle customers window is located in the left part of the application:
In this window, start by searching for a Customer. The following information is displayed (if saved in the Customer object):
• First name - first name of the Customer.
• Last name - last name of the Customer.
• Email address - the Customer’s email address.
• Phone number - the Customer’s phone number.
• Last interaction time - the last time that the Customer has some kind of interaction with the business, i.e Visit or Appointment.
This may be a date/time in the future.• Deletion time - the date and time when the Customer data will be deleted, due to the set retention policy and the last interaction time.
Then, when a Customer has been found, you can perform the following actions, all described in more detail below:
• Edit the Customer
• Export the Customer Information
• Delete the Customer
Edit the Customer
The only thing that is editable for a Customer is his/her Retention policy.
To edit this, click the
Edit button,
. The following window is displayed:
In the Edit customer retention policy window, select the wanted Retention policy from the drop-down list. Then, click Save. You will be notified that the Customer was updated.
When the Retention policy is changed, this will affect the Deletion time of the Customer.
Delete the Customer Information
To delete all available information about the Customer, click the
Delete button,
, in the
Handle customers window. You will be asked to confirm the deletion:
It is not possible to delete Customers that have future appointments.
Export the Customer Information
To export the Customer information, click the
Export button,
. In the popup, confirm that you want to export all information:
Note that the export process may take a while, depending on how much data is stored.
The Customer information will be exported to a JSON file with the file name format:
<firstname>_<lastname>.json
You will be notified if the export was successful or if any errors occurred.
