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Customer Type: Specifies whether the customer is a Natural Person or a Company.
For Person-type customers:
Document Type: Type of document/identification of the customer.
Document Number: Document/identification number of the customer.
First Name
Middle Name
Last Name
Second Last Name
Date of Birth
Features: Customer features associated with the customer
Gender
...
For Company-type Customers:
Document Type: Customer's document/identification type.
Document Number: Customer's document/identification number.
Name / Business Name
Tags: Customer tags associated with the customer.
Provide all the requested information, verify that the information it is correct, and click "Save" to add the new customer. If the process was is completed successfully, you will be automatically taken redirected to the profile of the newly added customer. However, if Sagicc detects that the customer you are trying to add already exists in the platform (it does so by validating the type and number of document entered), you will see a dialog informing you about the existence of the customer and displaying their information. From this dialog, you will have the following options:
Cancel: This option will close the dialog and return you to the form so you can enter different information if desired.
Go to Customer Profile: By selecting this option, you will be automatically redirected to the profile of the found customer
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, where you can view or edit their information if necessary.
Replace Customer Data: If you choose this option, the data of the found customer will be updated with the information you just entered in the form. This ensures that you have the most up-to-date customer information in their profile.
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