Customer Management

Manage all your customers centrally in Interflow CRM.

Overview

Interflow CRM allows you to manage all your contacts in one place, with complete interaction history, custom fields, and tag segmentation.

Accessing Customers

1. In the main menu, click Customers
2. You'll see the list of all registered customers
3. Use filters to find specific customers

Customer Registration

Standard Fields

Field	Description	Required
Name	Customer's full name	Yes
Email	Contact email	No
Phone	Main number	No
WhatsApp	WhatsApp number	No

Creating a Customer Manually

1. Click "New customer"
2. Fill in the fields
3. Add tags (optional)
4. Click "Save"

Automatic Creation

Customers are created automatically when:

• They start a conversation on any channel
• They are imported via spreadsheet
• They are created via API

Duplicate Customer Blocking

The system automatically detects and blocks duplicate customer creation.

How it works:

1. When trying to create a customer with existing data
2. System checks existing records
3. If duplicate found, shows alert
4. Option to view existing customer
5. Or merge data into existing

Detection criteria:

Field	Detection
Phone	✅ Exact (ignores formatting)
Email	✅ Exact (case insensitive)
WhatsApp	✅ Exact (normalized)

Options when duplicate found:

• 🚫 New creation is blocked
• 🔗 Link to existing record shown
• 🔄 Option to merge data
• ✏️ Option to update existing

💡 Configuration

Automatic merge can be disabled in Settings → Customers → "Allow duplicates".

Customer Profile

When clicking on a customer, you access their complete profile:

Information

• Contact data
• Custom fields
• Tags
• Registration date
• Last interaction

History

• All conversations
• Appointments
• Purchases/transactions
• Internal notes

Actions

• Start new conversation
• Schedule task
• Add note
• Edit registration

Search and Filters

Quick Search

Type in search field to find customers by:

• Name
• Email
• Phone
• Tags

Advanced Filters

Filter	Description
Tags	Filter by specific tags
Channel	By origin channel
Date	By registration period
Fields	By custom field values
Status	Active, inactive, etc.

Saving Filters

1. Configure desired filters
2. Click "Save filter"
3. Name the filter
4. Access quickly via selector

Restricted Visibility for Agents

Agents see only customers from teams they're assigned to.

Affected areas:

• 📋 Customer list
• 🔍 Customer search
• 📊 Reports (filtered data)
• 📤 Exports (respects visibility)

⚠️ Security

Administrators continue seeing all customers. This setting protects sensitive data between teams.

Customer Import

Via Spreadsheet (CSV/Excel)

1. Go to Customers → Import
2. Download template spreadsheet
3. Fill with your data
4. Upload the file
5. Map fields
6. Confirm import

Customer Export

1. Apply desired filters
2. Click "Export"
3. Select format (CSV, Excel, JSON)
4. Download file

⚠️ Sensitive Data

If "Hide Contact Data from Agents" option is active, agents won't see email, phone and WhatsApp in exports.

Advanced Customer Reports

Generate reports with custom groupings and subdivisions:

1. In Customers → click "Advanced Reports" 📊
2. Click "New Configuration"
3. Follow the 5-step wizard:
   • Step 1: Upload JSON (export from customer list)
   • Step 2: Configure groupings (e.g., by Source, Status)
   • Step 3: Configure total column
   • Step 4: Configure subdivisions (e.g., reasons for not buying)
   • Step 5: Review and save

Features:

• Smart normalization (unifies variations)
• Real-time preview
• CSV export
• Reusable saved templates

See more in Reports.

Customer Merge

When identifying duplicates:

1. Select duplicate customers
2. Click "Merge"
3. Choose which record to keep as primary
4. Confirm merge

TIP

Merge keeps complete history from both records.

Custom Fields

Cascade Update in Select Fields

When renaming a custom field option of select type, all records are automatically updated.

How it works:

1. Access a customer → Custom Fields
2. Click ✏️ next to the field
3. Click ✏️ next to the option you want to rename
4. Type new value
5. Click "Update"

What gets updated:

• ✅ Field definition
• ✅ All customers using that option
• ✅ Shows how many records were affected

Protections:

• 🔒 Detects concurrent edits
• 🚫 Blocks duplicates
• ⚠️ Warns about conflicts

Notes and Tasks

Adding Notes

1. In customer profile, go to Notes
2. Click "New note"
3. Type content
4. Save

Notes are visible only to your team.

Creating Tasks

1. In customer profile, click "New task"
2. Define:
   • Title
   • Description
   • Due date
   • Responsible
   • Priority
3. Save

Next Steps

• Reports - Advanced customer reports
• Settings - Permissions and visibility
• Chat - Integrated service