Customers

Review and edit a customer profile

Accurate customer profiles help prevent incorrect messages, billing errors, and duplicate records.

- CS / Agent, CRM Admin# 5, 8 minutes #Last checked October 13, 2026.

Supplies record: Some actions depend on role and data conditions, and have not been tested by saving / sending data. Use this as a check guide, instead of proof of transaction testing.

Before you start

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 and search for the customer by name or known number.
Click on the matching customer to open the Customer 360 details.
Check the identity, phone number, company account, owner, tags, and visible notes.
If you have permission to edit the profile, open Manage customer or use the available edit control.
Only change columns that can be confirmed from an official source.
Re-check the save results on the profile and related history.

Open the page in Tautiva

PRACTICAL EXAMPLE

Example from daily work

Example: a customer provides a new business phone number that has been verified through the company's procedure.

This is a fictional training example. No real customer data was used.

Expected result

The action is understood and the results can be checked on the workspace page. For data changes, only make them according to the Standard Operating Procedure (SOP).

Important notes

Do not replace the number based solely on unverified chat.
Customer 360 data is used by Case, Sales, and Collections; incorrect profiles can impact multiple modules.

If something goes wrong

Column cannot be changed: check access rights and field status.
Data does not appear after saving: reload and check validation messages.

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.