Manage customer records

What belongs on a customer record

• Customer name.
• Primary email address.
• Primary phone number.
• Relevant customer notes or identifying information.
• Order and activity history associated with that customer.

Avoid duplicate customers

Before creating a new customer, search for the customer by name, email address, or phone number. Duplicate customer records make order history harder to follow and can split communication history across multiple records.

Keep contact details accurate

Update customer contact information as soon as you learn it has changed. Accurate email and phone information is especially important when communication or order updates are sent from BatchBase.