Use a customer’s profile and repair history

Start with search

1. Open Customers → Customer directory in the correct location.
2. Search the customer’s name, phone or email and compare the matching records.
3. Open the profile to review contact details, native repairs and invoices, and imported history when linked.
4. Check the recorded communication preferences before preparing a message or follow-up.

Customers at more than one store

Authorized managers can review Customer records at other stores and confirm an identity link with evidence. A matching email or phone does not create a link automatically.

Linked records keep their own store history, balances, permissions and portal access. A reviewed relationship is not a merge of money or customer consent across stores.