Customer card

A customer card opens from the list in Clients. The tabs across the top switch the view.

  • Data — name, contacts, privileges, CRM sync, and a manual push.
  • Installs — devices that saved the pass: Apple Wallet, Google Wallet, and others. Check sends a system push. If the device reloads the pass from the server, the install is alive.
  • Push history — messages sent to this customer from the cabinet, the API, the CRM, and triggers.
  • Transactions — purchases and bonus balance changes.
  • Events — external events, such as a site visit or an abandoned cart. The Events section accepts them.
  • Bonuses — rewards from the referral module.

Push history, transactions, and events are experimental. If the table is empty and asks how to enable the feature, contact support.

The cabinet-wide send log is in Push notifications, on the Push history tab.

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