AntCRM - View and edit customer information at the Omni site

AntCRM - View and edit customer information at the Omni site:

When a Facebook or Zalo customer interacts with the page, that customer information will be saved on the AntCRM system as a contact. If the customer has an email or phone number that matches the contact already on the system, the system will merge the information. 

1.1. Instruction to view customer information

Step 1. Go to view any message/comment → customer information will appear on the right side of the page

Step 2: click View detail → The browser will open a new tab to the page to view saved customer details

1.2. Instruction to edit customer information

Step 1. Go to view any message/comment → customer information will appear on the right side of the page

Step 2: click on three dots “...” or the or information available for correction

Enter the information and press Enter

Other fields such as phone number, name, address also follow the same.