Add Customer

Customers in Sagicc are created from inbound or outbound interactions between them and the company. But sometimes it is necessary to manually add a customer. To add a customer, click on the Add Customer button from the Customers module, or click on the Add Customer button that is always visible in the top options bar.

Open

Sagicc will take you to the customer creation form, where you will need to enter the following required information:

• Customer Type: Specifies whether the customer is a 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

Open

• 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 it is correct, and click "Save" to add the new customer. If the process is completed successfully, you will be automatically 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, 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.