Tour of Customer Directory

Summary

Get a quick overview of Customer Directory, so your team understands where to find customer profiles, review details, and keep customer information organized.

Before you begin

• Make sure you are signed in to the correct Selio workspace
• Confirm your account has access to customer data
• Use a business that already has customer profiles or test customer records available
• Make sure your team follows a clear internal rule for customer data use

Steps

1. Open Customer Directory in Selio.
2. Review the main customer list.
3. Identify where search and filters are used.
4. Open a customer profile to review the available information.
5. Review where notes, activity, and linked operational context appear.
6. Confirm how your team moves between customer lookup, profile review, and service actions.
7. Make sure the team knows where to update customer information when needed.

Troubleshooting