Customer records let you keep track of who you sell to and donate from. You manage customers in the Dashboard, and your team can attach a customer to a sale in the app.
Where customers live
Open Customers in the Dashboard to see your customer list. From there you can add and edit profiles and view each customer's transaction history.
How customers get added
Automatically, when your team adds details to a sale in the app.
Manually, by creating a profile in the Dashboard.
Next: Manually adding and editing customer profiles and Viewing customer transaction histories.