Brahmin Solutions

Understand the structure of a customer record and how to manage customer details, addresses, contacts, pricing, and activity after a customer is created.

Customer Record Overview

Learn how to create a customer using only a customer name, and add optional details later as needed.

Create a Customer

Learn how to update customer information, including general details, settings, and optional fields, at any time.

Update a Customer

Learn how to find, filter, and organize customers using search, filters, and saved views.

Search Customers

Learn how to add, update, and manage billing and shipping addresses for a customer.

Add and Manage Customer Addresses

Learn how to add, update, and delete contacts associated with a customer.

Add and Manage Customer Contacts

Learn how to assign or update a price list for one or more customers.

Assign a Price List to a Customer

Learn how to apply customer-specific pricing rules by product or category using discounts or fixed prices.

Customer Pricing Rules

Add and Manage Customer Attachments

Capture quick internal context for your team

Add and Manage Customer Memos

How to Deactivate A Customer?

Import Customers via CSV

Customers

Create a custom design with text, images, and links

Place a Support Ticket

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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