Understand Customer Profiles

Last Updated: May 21, 2020

Go to Customers → Profiles on the Relay left navigation panel.

Profiles contain a comprehensive view of each Customer (also known as merchant or member) for easy monitoring of Customer activity, payments, and Issues. Each Profile includes Customer info, Issues, Locations, Technology, Users, Payments etc.

Relay Customer Profile 5

Click pencil icon` or double-click on a Customer Profile to open it. NOTE: icons and actions marked with GA are only accessible to users with Group Admin permissions.

Relay Customer Profile 6

  •  (Locations): view, add, and edit Customer Locations.
  • (Customer Users): view, (GA only) add, and edit Customer Users.
  •  (Log): view activity in the Customer Profile, such as dates created and updated.
  •  (GA, Payments): view all payments for work to resolve Customer Issues.
  •  (GA, Notification Logs): view a record of alerts sent to the Customer at each Location.
  •  (Files): set an avatar for the Customer.
  •  (Subscriptions): view detailed information on the Customer’s subscription plan, including billing, sponsor, and account information.

General Icons

  • : switch between minimized Customer modals. Press Shift and click on the name of the minimized record in the dropdown to remove it from the open modals list: .
  • : create an Issue for the Customer.
  • : close a Customer modal.
  • : minimize a Customer modal.

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