Customers 👥

The Customers module contains information about individuals or companies that have acquired (or could acquire) the goods and/or services offered by your company, and who communicate through the different communication channels offered. When a customer contacts your company, Sagicc creates a customer profile where all their information can be stored and consulted, including:

• Basic Information (names, last name, identification, etc.)

• Contact Information (phone numbers, addresses, etc.)

• Attachments associated with their tickets

• Information about recent Tickets and Interactions

• Related Customers

Through the side menu, you can access the Customers module.

Sagicc will take you to a list where you can navigate through all the existing customers on the platform. For each ticket in the list, you will be able to see basic information such as the customer type, type and identification number, name, last name, status, and creation date.

By clicking on the Add Customer button (in the upper right corner), you can display a form to add a new customer to the platform. By clicking on the Export Customer Base button, you can export all the information from your customer database in Excel (XLS) format.

By clicking on View (in the Options column), you can access the profile of a specific customer. Also from Options, you can Disable or Delete a customer.

Select multiple customers from the list and click on "Massive Actions" to access a menu with various actions that you can perform with the selected customers.

Merge Customers

If you detect one or more duplicate customers, you can select them from the client list and merge them to maintain a single client in the platform. Choose the main client, who will remain on the platform, and specify the related elements from other customers that you want to merge: contact information, accounts, and/or tickets.

Enter all the required information and click "Merge" to finalize the action. If the merging is successful, you will see that only the main client remains in the list, with the information and elements from the other customers, which have been deleted.