Overview
Store customer detail shows contact info, status, related orders, and communication history. Promote leads to customers when qualified.
Steps
- Merge duplicate customers before attaching orders.
- Update status as buyers progress (new → prospective → deposit → order).
- Open orders from customer detail rather than searching globally.
- Link to applications when buyer completed intake.
Practical note
Two customer records for one person guarantees duplicate outreach.
Admin setup
Status buttons trigger server workflows—prefer them over manual field edits when present.
Advanced options
Timelines and relation chips on detail pages link related entities.
Troubleshooting
Detail page stub or missing section: verify permissions and lazy-loaded chunks in browser network tab.