View Customer Details (Customer Profile)

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View Customer Details (Customer Profile)

OctopusPro stores every customer record in a central Customer Profile (your CRM). From the profile, you can quickly view contact details, review history, and jump to related records such as bookings, quotes/estimates, invoices, inquiries, and complaints—so your team can respond faster and stay consistent.

Table of contents

Why viewing customer details matters

  • Faster customer support: confirm contact details, job history, and outstanding items in seconds.
  • More accurate communications: reduce errors when sending confirmations, reminders, quotes, and invoices.
  • Better sales & retention: review past services and preferences before recommending add-ons or rebooking.
  • Cleaner administration: keep one source of truth for customer contact and billing details.

Method 1: View customer details from the Customers list

Use this method when you want to quickly open a customer profile from the main customer directory.

  1. Go to Customers → All Customers. This displays your customer list (your CRM directory).
  2. Use the search bar to find the customer by name, phone, email, or address.
  3. Hover over the customer’s name (or select the customer row), then click the customer name to open the profile.

Screenshot: Customers → All Customers (open profile by clicking customer name)

Method 2: View customer profile using Actions (View Customer Profile)

Use this method if you prefer using the row menu (Actions) to open the customer profile.

  1. Go to Customers → All Customers.
  2. Locate the customer (use the search bar if needed).
  3. Click Actions on the customer row.
  4. Select View Customer Profile.

Screenshot: Customers list → Actions → View Customer Profile

Note: Depending on your account configuration and permissions, menu labels may vary slightly.

Open the customer profile from bookings, quotes, invoices, inquiries, or complaints

You can open the same Customer Profile directly from other parts of the system—helpful when you’re already working on a specific record.

  • From bookings: go to Bookings → All Bookings (or Upcoming/Past), locate a booking, then click the customer name area to open the customer profile.
  • From quotes/estimates: open a quote, then click the customer name to view the customer profile.
  • From invoices: open an invoice, then click the customer name to view the customer profile.
  • From inquiries or complaints: open the record, then click the customer name to view the customer profile.

Screenshot: Example from All Bookings (open customer profile from the customer name)

What you can do from the Customer Profile

Once you’re inside the Customer Profile, you can typically:

  • Review core details: customer name, phone, email, addresses, and any custom profile fields your business uses.
  • Edit the customer record: update contact or billing details when information changes.
  • Contact the customer: send emails/SMS, call them, or view communication history (based on your enabled channels and permissions).
  • View customer history: see related records such as bookings, quotes/estimates, invoices, inquiries, and complaints.
  • Manage customer properties/dependents: store linked assets or dependents (e.g., properties, sites, pets, children, vehicles) if enabled on your account.

Helpful next steps:

Tips & best practices

1) Use search before creating new customers

To avoid duplicates, search by email and mobile before creating a new customer record—especially if multiple staff members add customers.

2) Keep phone formats consistent

Use consistent formatting (including country/area codes) to make searching and duplicate detection more reliable.

3) Merge duplicate customer profiles when needed

If duplicates exist, consolidate them so booking history, invoices, and communications stay in one place.

Merge Duplicate Customers

Customer Data Merge Workflow - Duplicate Customer Profile Consolidation

FAQ & troubleshooting

I can’t see “View Customer Profile” or the customer profile won’t open
  • Permissions: your role may not have access to customer profiles.
  • Pop-up blockers: if the profile opens in a new view/modal, allow pop-ups for your domain.
  • Account configuration: some options depend on enabled modules (e.g., complaints, invoices).
I can’t find the customer in the list
  • Try searching by email or phone (more reliable than name spelling).
  • Check if the customer was deleted/archived (if your account uses deleted customers).
Can I open customer profiles from other modules?

Yes—customer profiles can be accessed from bookings, inquiries, quotes/estimates, invoices, and complaints by clicking the customer name from within those records.

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