# View Customer Profile

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

<figure><img src="/files/25XSxdzOuOsow8wX6Wa4" alt=""><figcaption></figcaption></figure>

## Set Customer Progress

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

<figure><img src="/files/t7y6ZGshZPrrlIoYOGj8" alt=""><figcaption></figcaption></figure>

## Set Customer Tags

Customizable customer labeling for classification and organization of customer data.

<figure><img src="/files/7jD9oOGI7gpOC6aFtEMq" alt=""><figcaption></figcaption></figure>

## Set Customer Information

Customizing field content based on specific customer information for easy record

<figure><img src="/files/DBdki2FAQMvFxRfdMQRC" alt=""><figcaption></figcaption></figure>

## Transfer Customer

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

<figure><img src="/files/tFRP9wTq02Nf8FFHoMhL" alt=""><figcaption></figcaption></figure>

## View Customer Activity

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

<figure><img src="/files/LvrcrVlJZO1Qmh7DZFQk" alt=""><figcaption></figcaption></figure>

## View Customer Files

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

<figure><img src="/files/qcxHNuoJIj6oBdaatjwM" alt=""><figcaption></figcaption></figure>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.