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--- erp-manual:cloud:relation:customer [2026/01/18 09:45]
Kalpesh Popat
+++ erp-manual:cloud:relation:customer [2026/01/21 08:42] (current)
Kalpesh Popat
@@ Line 107: / Line 107: @@
+ ===== Scenario 5: Provide personal details =====
+    * **Go to** the **Customer Management** menu
+    * **Search** for the customer that needs to be modified
+    * **Open** the customer record
+    * Go to the tab labeled Profile
+    * Provide the details as necessary
+    * **Birth date**: This information is used by the system to notify about an upcoming birthday
+    * Provide **other personal details**: Marriage date, zodiac, gender etc as necessary to provide a service to the customer
+**Note**: It is important to get the consent of the customer to record the personal details
+ ==== Alternate option for quick edit ====
+    * **Go to** the **Customer Management** menu
+    * **Search** for the customer that needs to be modified
+    * In the account name column: Click on the **Edit button** next to the name
+    * This will open a popup to edit: **General details, Tax and Personal details**
+    * In the Personal Details tab: You can provide the birth date, and other personal details
+    * Make changes as necessary and click **Confirm** to save
+ ===== Scenario 6: Mark customer as duplicate =====
+When a duplicate customer is created, or you find a duplicate entry from the past data
+Follow the below steps to mark the customer as duplicate:
+  * Identify which customer record you want to be mark as duplicate and which will become the main
+  * Search the customer you want to mark as duplicate
+  * Click on the **Edit button** next to the name in the search screen to open quick editor popup
+  * In the popup you will see the label: **Parent Id.**
+  * In Parent Id, select the main customer.
+  * Click on **Confirm** button
+Note: Duplicate entry will disappear from the main search screen and it will show under "Duplicate" section of the search screen
+ ===== Scenario 7: Mark customer as inactive =====
+If a customer is inactive for any reason and you do not wish to deal with it further. You cannot delete the record as it will affect existing sales / leads entry. Instead of deleting the customer the better way is to change the status of the customer.
+Follow the steps below to change the customer status:
+    * **Go to** the **Customer Management** menu
+    * **Search** for the customer that needs to be modified
+    * **Open** the customer record
+    * Go to the tab labeled General
+    * Next to the label **Status**, there is an arrow, click on it
+    * Choose the status that is appropriate: Inactive, Expired, Not interested, etc
+    * and then Click **Save** button on top
+This customer will not appear while making a new Sales / Leads entry
+ ===== Important Data Points =====
+  * Account Name should be correct as per the legal requirement
+  * If Account Name belongs to company, set **Is Company** to yes
+  * If the Account is company, then **tax id** is important.
+  * Name of the Account must match with the name in Odoo, otherwise it will cause problem with synching with Odoo and with accounting reports.
+  * Birth date is important to maintain a relation with the customer

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