Customer Success Portal
            Knowledge Base Truvi Commerce POS Customers

            Search and View Customer Details in POS

            Within the truvi POS you can view customer details such as addresses, credit cards, club membership, contacts and notes. To search for a customer in the POS and view their account details, follow the instructions below.

            • Search for a customer by clicking on Add Customer in the upper right corner
            • Enter the customer Email Address, Account Number or Name
            • Click Search

            • A list of customers matching your search criteria will be displayed
            • Click the customer line item you would to select and view
            • Click on the Additional Information link to pull up the customer record details

            • Click on any of the available tabs to view the additional customer information


            On the address, credit card, clubs, contacts and notes tab you will have the option to add additional information to the customer record by clicking the Add button on each tab.

            Updated: 12 Aug 2019 02:35 AM
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