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As users search for and select a customer they will be able to view upcoming activities, profile details, membership plan, health information, contacts, payment methods and transactions.
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Overview
Navigate to the customers module by selecting the "Customers" option on the landing page.
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As with other modules, "Customers" is a specific user permission. The user must have access to it in order for it to be an option. |
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There is much to see when looking at a customer record. Read up on what's available in the article "Explore a Mobile Customer Record" or make a selection from the list below.
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