You can add, change, or remove any of a customer's personal details.
Change their personal details
- Open the customer’s profile.
- Go to the Profile tab.
- Update any of the details listed.
- Click
Save
.
Need more help? Check out our in-depth explanation of fields below:
Add internal codes, notes, and classifications
To assign a customer classification, mark whether the customer accepts invoices or marketing updates, assign internal codes, and add notes to a profile:
- Open the customer’s profile.
- Go to the Internals tab.
- Update any relevant fields.
- Click
Save
.
Need more help? Check out our in-depth explanation of fields below:
Add a file
- Open the customer's profile.
- Go to the Profile tab.
- Under Files, click the
+
button and select your file.
- You can also drag a file into the dropzone to upload it. - The file will be linked to the customer's profile.
Delete a customer
A customer profile can't be completely deleted from Commander, but you can delete all of the customer's personal details (except for their last name); we keep the customer's last name to ensure that billing and reservation data remain intact.
Note:
This action is permanent and can't be undone.
- Open the customer's profile.
- Go to Profile tab.
- Click the Clear icon to clear all personal data except for the customer's last name.
Tip: If you want customer profiles to be automatically cleared after a set amount of time of inactivity (for compliance with your local data protection regulations), contact support!