The customer card allows you to see the customer's contact history for campaigns, hotlines, chats and requests. From here you can send an email to a customer, set up a ticket, or add them to a campaign.
Go to the Customers tab and click on any customer - you will be taken to their tab.
At Thulium we have support for gravatars. What are gravatars? These are globally recognizable avatars associated with an email address that identifies a person. This allows us to be recognized online, for example, when contributing to discussion forums or writing blog articles. To use such a solution, you need to have an account on the site Gravatar
If, when adding a customer to Thulium, you enter an email address that will be associated with his or her account on Gravatar then the photo (image) that is there will automatically be added to the customer's profile.
Basic Information#
On the left side there is basic information about the customer - name (or company name), phone number or e-mail address. The rest of the data is optional and appears if it was filled in while editing the customer. It is also possible to add an avatar.
To add an e-mail address or phone number, click the button. When entering a phone number you need to select the country prefix and enter the number. For the e-mail address and phone number, you can choose a description such as private/service, etc.
Customer data can be edited by selecting from the Personal Data section. After changing/entering the data, confirm the changes by pressing
. In the data preview mode, only the information that was completed in the edit mode is visible.
In the Custom fields section, you will find additional information about customers according to the previously defined custom fields.
A can be left for a particular customer/company, which will be displayed, for example, when contacting them by phone.