How to see everything about a customer in one place
To look after a customer you need their whole story on one screen. Customer 360 stitches together a customer’s profile, lifetime KPIs, credit status, a unified activity timeline, tags, addresses and open opportunities — so anyone helping that customer sees everything at once, drawn from the master customer record the whole system shares.
Step by step
- Open a customerWeb: CRM → Customer 360 (or open a customer from the customers list). The header shows profile and lifetime KPIs — orders, lifetime spend, outstanding, average order, available credit.
- Read the timelineThe timeline feeds in the customer’s activity — sales, payments, returns and logged communications — which you can filter by type. Pin the entries that matter.
- Add contextAdd free-form notes (they land on the timeline), attach tags, and manage addresses. A duplicate-detection tool lets you merge duplicate customer records.
Where the timeline comes from
The timeline is an append-only activity store fed automatically by real events — a sale, a payment, a return, a logged interaction — so it builds itself as you trade. It’s the master-customer view for your whole business.
Frequently asked questions
Can I see a customer’s full history in one place?
Yes. Customer 360 shows the profile, lifetime KPIs, credit, a unified timeline of sales/payments/returns/notes, tags, addresses and open opportunities.
Does the timeline update automatically?
Yes. It’s fed by real events — sales, payments, returns and logged communications — so it builds itself as you trade.
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