The Customer section in Frisbii is an essential feature that allows Users to create and edit Customer records efficiently. This functionality streamlines the process of managing Customer information, ensuring accuracy and quick access to vital data.
Creating a Customer Record
To begin creating a Customer, follow these straightforward steps:
Navigate to the Customers section in the menu on the left.
Click on the Create button located in the right corner.
Fill in the necessary information regarding the Customer.
Finally, click on the Confirm button in the right corner to save the record.
Congratulations! You have now created a new Customer.
Editing a Customer Record
Editing an existing Customer record is just as simple. You can follow these instructions:
Go to the Customers section in the menu.
Select the Customer you wish to edit.
Modify the relevant information.
Click Save to update the changes.
Add Metadata on the Customer Record.
In case you want to add custom data to a Customer Record, you can easily do so by incorporating it into the Metadata section. This allows for greater flexibility and customization of the customer information stored within the system. By utilizing Metadata, you can ensure that all relevant details specific to each customer are captured and organized effectively.
This information can then be utilized in various ways, such as through API integrations and within the application itself.
For instance, it can be particularly useful in specific areas like configuring the invoice, where having detailed and customized customer data can enhance the accuracy and relevance of the billing process.
Managing Customer Information
Frisbii allows Users to handle various aspects of Customer records. Here are some key features and functionalities:
Access and update contact details.
Manage subscription statuses, including renewals and cancellations.
Review invoices and payment histories.
Adjust billing information as necessary.