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Manage customer company data
Manage customer company data

View and edit your customer's details via contact cards

Dominica Meyer avatar
Written by Dominica Meyer
Updated over a week ago

The PrimeX support team can import your customer data to help you get started. Once setup is complete, you can manage key customer information via PrimeX contact cards to support system integrations and help automate your customer's order experience.

You can access contact cards via the settings menu as shown below:

From the contact cards page you can search for a specific customer and select the card to:

  • View and edit selling defaults including your internal customer ID/reference

  • View your customer's delivery addresses

  • Edit the default delivery address for each customer

  • Edit your internal address ID/reference for each delivery address to support system integration

  • View your customer's contact information

Please refer to some examples below:

You can enter your internal customer ID and defaults on the Selling defaults tab

You can view addresses and change defaults on the Addresses tab

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