Customer profiles
Contact details, notes, preferences and the fields you can add yourself.
A customer record holds:
- Name and contact details
- Total spent and visit count, maintained as they trade
- Loyalty points
- Notes
Records are company-wide, so a customer created at one shop is the same customer at another.
The access matrix lists View customers and Edit customers (crm.view, crm.edit), with editing given to supervisors and above by default. Neither is enforced at the API today — the customer endpoints check that you belong to the company, not which role you hold.
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