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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 button "Export Customer Base button", also located in the upper right corner, you can will have the ability to export all the information from your customer database in Excel format (XLS) format.. Sagicc will display a pop-up window that allows you to apply filters based on criteria such as user, tags, or dates to customize the generation of the customer database. Select the necessary filters and click "Download" to obtain the file.
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We understand that your customer information is sensitive and valuable to your company. Therefore, from the platform’s Permission Manager, you can assign specific permissions by role to allow or prevent the download of the customer database. |
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 If you need to take actions on two or more records from the list, simply select them and click on "Massive Actions" to access a menu with that provides various actions that you can perform options for performing actions with the selected customersclients.
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.
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