This page provides an overview of a customer’s account within the platform. The page is divided into two sections:
Information
Customer Tags.
For further detail on the individual fields, please refer to the Customer Glossary.
Information Section
This section captures the core details of the customer entity
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Customer Tags.png)
Editability Overview
Each section on this configuration page includes a .png)
icon bottom part of each section. Clicking this icon allows authorized users to edit the parameters listed in that section.