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Create Detailed Customer Profiles
Search for customer profiles and find everything you need.
Each customer profile contains detailed information on that customer including their library interactions.
For each profile, view:
- General information - Including contact information, person or organization type-specific fields, and their assigned librarian liaison.
- Statistics - Interaction charts and tables, operational email list memberships.
- Updates Log - Updated fields, old and new values, which account changed them, and on what day.
- Relationships - Current list of relationships this person type has with other customers.
- Memberships - Affiliation and affiliation type with your organization customers.
- Interactions - Current list of interactions including any manual recorded, from email, or from connected Springshare tools (LibCal, LibAnswers, etc.)
- Connected Tasks / Projects - View all projects and tasks that you've connected to that customer profile.
- Notes / Attachments - Store, read, and download all files and attachments connected to that customer profile.
