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What is on a contact's profile?
Short answer: The profile opens to the right of the list. At the top, the name, the primary email and the tags. Below, the contact channels, the order summary, the purchased products, the support requests and the activity history.
Steps
- Open Contacts and click a row in the list.
- At the top of the profile, read the name, the primary email and the tags applied.
- Scroll to go through the blocks.
- Close the profile with the cross at the top right.
You'll know it worked when: The profile opens on the right with the contact's name at the top, and their activity history at the bottom.
The blocks on the profile
| Block | What it gives |
|---|---|
| Information | The first and last name, editable. |
| Contact channels | The person's email addresses, mobiles and WhatsApp numbers. |
| Order summary | The number of orders, the total spent, the average order, the first and the last one. |
| Purchased products | The list of items ordered. |
| Support requests | The after-sales requests opened by this person. |
| Activity history | What happened for this contact, newest first. |
What can be edited and what cannot
The name, the contact channels and the tags are yours: you change them here.
The orders, the purchased products and the history come from the shop. They are read-only and update on their own.