# Troubleshoot Customer Profiles

Canonical: https://selio.io/en/support-center/troubleshoot-customer-profiles
Language: en
Category: Customer Directory
Reviewed by: Selio Support Team
Last updated: 2026-05-13
Summary: Learn how to troubleshoot customer profile issues in Selio Customer Directory and keep customer records accurate and usable.
Topics: #troubleshooting, #customer-profiles, #duplicates, #search

## 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
1. Search for the affected customer profile.
2. Open the record and confirm you are looking at the correct person.
3. Decide whether the issue is search, duplication, incorrect data, or service usage.
4. Correct the visible problem if your role allows it.
5. Recheck the profile through the normal search or service flow.
6. 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.

## Related context

- [Find a Customer](https://selio.io/en/support-center/find-a-customer)
- [Create a Customer Profile](https://selio.io/en/support-center/create-a-customer-profile)
- [Edit Customer Details](https://selio.io/en/support-center/edit-customer-details)
- [Add Customer Notes](https://selio.io/en/support-center/add-customer-notes)
- [Use Customer Profiles in Service](https://selio.io/en/support-center/use-customer-profiles-in-service)
