Customers 👥

The Customers module contains information about individuals or companies that have acquired or might acquire the goods and/or services offered by your company, and who communicate through the different communication channels configured on the platform. When a customer contacts your company, Sagicc creates a customer profile in which all customer information will be stored:

• 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.

Open

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.

Sagicc will take you to a list where you can browse all the existing customers on the platform. The list allows you to choose between two display options: List (default view) and Kanban (you can find more information about it in Customers Kanban). For both views, each item in the list will show basic information such as customer type, type and number of identification, first name, last name, status, and creation date.

By clicking the "Add Customer" button (in the top right corner), you can view a form to add a new customer to the platform.

Open

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. 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 that provides various options for performing actions with the selected customers.

Merge Customers

If you detect one or more duplicate customers, you can select them from the customer list and merge them to maintain a single customer in the platform. Choose the main customer, 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 customer remains in the list, with the information and elements from the other customers, which have been deleted.

Export Customer’s Base

If you need to export the entire customer base from the platform in bulk, you can use the "Export Customer Base" button located in the top right corner of the Customers list. This button will allow you to export all customer information (basic information, contact information, etc.) into an Excel file (.xlsx). By clicking the button, Sagicc will display a pop-up window where you can apply filters based on criteria such as user, tags, or dates to customize the generation of the customer base.

Select the necessary filters and click "Download" to start generating the file. Sagicc will take you to the Generated Reports list in the Reports module, where you can see the generation status of the Customer Base. Once the report has been successfully generated, you can proceed to download it. Additionally, from the Customers module, you can also download the latest generated customer base.

By clicking the button "Export Customer Base", also located in the upper right corner, you will have the ability to export all the information from your customer base in Excel format (XLS). 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 base. Select the necessary filters and click "Download" to obtain the file.