# Customer Profile

1\. Upon successful login, navigate to the left-hand menu.

2\. From the modules listed here, click the <img src="/files/BGksQOK5yVPmJN3kIwK4" alt="" data-size="line">icon. Doing so takes you to the Customers screen.

<figure><img src="/files/CKPIdqXzakhCF74CjFEM" alt=""><figcaption></figcaption></figure>

3\. The screen starts off with the Customer base heading under which 4 tiles are present to display meaningful information. They include a count of total customers, card transactions, reviews, and an overall feedback rating.

<figure><img src="/files/OCG6wufvcPZ55s3asFb6" alt=""><figcaption></figcaption></figure>

4\. Next up is the customers grid. Here, information for each customer is tabulated via a number of columns that include User Name, Created, Birthdate, Phone, Feedback Rating, UTM, Device,   Customer Cards, and Custom Fields.

<figure><img src="/files/3S7vtKA2mVZHgXfnjZUZ" alt=""><figcaption></figcaption></figure>

5\. From here, clicking a customer profile opens the details of the selected profile. Apart from the customer name, it has the details of the cards issued to the selected customer.

<figure><img src="/files/butBHMje3RoqlpdTOdly" alt=""><figcaption></figcaption></figure>

6\. Scrolling down further, you can see the card installation and referral links. You can click the Copy button to copy and send the link to a customer.

<figure><img src="/files/Ugjdkh5FUYpxhOvhCin1" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/JycighdBOWvx6saOZF4H" alt=""><figcaption></figcaption></figure>

7\. Next up is the Customer Import tile. This allows you to import customer records in bulk via a .CSV file. Digital Wallet keeps an import template for your ease that can be downloaded by clicking the <img src="/files/FEXGO2XzKQLlaToQVxzN" alt="" data-size="line">button.

8\. Once downloaded, you can fill in the fields as per your requirement. Once updated, choose this file from your system storage upon clicking the <img src="/files/Ll3TotgtCCre3N1WUlo6" alt="" data-size="line">button.

<figure><img src="/files/MsOlQM7YFzdqEXQPQz1n" alt=""><figcaption></figcaption></figure>

**Create Customer Profile**

> **Digital Wallet > Left-Hand Menu > Customers**

1\. Follow the above-mentioned workflow to land on the Customers screen.

2\. Navigate to the customers grid.

3\. From the bottom of this grid, click the<img src="/files/yxJSFIP57PDi60vPp5n2" alt="" data-size="line"> button. Doing so opens the Add Customer popup.

<figure><img src="/files/atPJXHNI99QrEt1nNOyn" alt=""><figcaption></figcaption></figure>

4\. Here, enter the last name of the customer using the Last Name field.

<figure><img src="/files/towIULxcYkcGNRLFawvp" alt=""><figcaption></figcaption></figure>

5\. Similarly, use the First Name field to record the first name of the customer.

<figure><img src="/files/adWIUFh8xP9iJDy2WS08" alt=""><figcaption></figcaption></figure>

6\. Use the Contact Number field to record the contact number of the customer.

<figure><img src="/files/p5JBnRQZbuP8MIZtt4WU" alt=""><figcaption></figcaption></figure>

7\. Enter the email address of the customer using the Email Address field.

<figure><img src="/files/l1uBAj85kS0zViYCdGrD" alt=""><figcaption></figcaption></figure>

8\. Record the date of birth of the customer using the Date of Birth date selector.

<figure><img src="/files/JypOOsjc2TX0BorjZ1Am" alt=""><figcaption></figcaption></figure>

9\. Once the required details are recorded, click the <img src="/files/OaueCvJgz4a1XXaqir8w" alt="" data-size="line">button. This adds the customer profile and it is displayed in the customers grid.

<figure><img src="/files/pS9Vt2TfxSvvkVPdMrCy" alt=""><figcaption></figcaption></figure>


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