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

Place a Support Ticket

Find answers and get help from Intercom Support and Community Experts

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