Customers
Find a customer profile in Customers
Customers keeps customer information and interaction history together so your team can find it when needed.
Before you start
Already logged in to the workspace and have the appropriate permissions.
Step-by-step instructions
Follow these steps in order. You can keep this guide open while working in another Tautiva tab.
Open the Customers menu.
Use the customer list search to find the required name, number, or identity if available.
Select a customer from the list to open detailed information.
Check customer information and relationships before making changes.
Use available actions such as Manage customer or New opportunity according to your permissions.
PRACTICAL EXAMPLE
Example from daily work
Example: a customer who previously chatted via WhatsApp and then called should still be connected to a single Customer 360 profile.
This is a fictional training example. No real customer data was used.
Expected result
Changes or information are visible on the screen according to the actions taken.
Important notes
- Do not create a new profile without checking if the customer is already registered.
- Access rights can limit the information and buttons you can see.
If something goes wrong
- Customer not visible? Check spelling, active workspace, and filters before creating duplicates.
This guide describes the interface reviewed on 13 October 2026. Documentation testing did not send real messages, invite users, process payments, or modify real customer records.