HomeCustomer DirectoryTroubleshoot Customer Profiles
Reviewed by: Selio Support Team
Last updated: January 1, 1980
Summary
Fix customer-profile issues by first deciding whether the problem is search, duplication, data quality, or service usage.
Before you begin
- Identify the exact customer record involved, if it exists
- Decide whether the issue is about finding the profile, editing it, or using it in service
- Work from the live record instead of memory or side notes
Steps
- Search for the affected customer profile.
- Open the record and confirm you are looking at the correct person.
- Decide whether the issue is search, duplication, incorrect data, or service usage.
- Correct the visible problem if your role allows it.
- Recheck the profile through the normal search or service flow.
- Escalate with the exact record and symptom if the issue is still unresolved.
Troubleshooting
- The customer cannot be found: Recheck the search terms and confirm the profile exists in the current workspace.
- Duplicate records exist: Tighten the “search first” habit before creating more profiles.
- Profile details are wrong: Update the record and verify the save instead of assuming it changed.
- The wrong customer keeps getting linked in service: Reconfirm identity before attaching a profile to an order.
