View Customer Profile

Click on the corresponding customer in the customer database list to view their detailed information

Set Customer Progress

Use quick records to track customer progress, making future follow-ups more convenient

Set Customer Tags

Customizable customer labeling for classification and organization of customer data.

Set Customer Information

Customizing field content based on specific customer information for easy record

Transfer Customer

You can perform operations such as sharing customers, transferring customers, abandoning customers, and deleting customers.

View Customer Activity

View all records for the customer, including "Member Follow-Up Records, Contact Records, Circulation Records, etc."

View Customer Files

Upload/Download client-related documents for easy tracing and understanding of the customer