Customers and store accounts
What this does
Keep customer history and optional store account records connected to the work at the counter.
Why it matters operationally
Disconnected customer records make follow-up, purchase history, and account reconciliation harder than they need to be.
Current feature scope
- Customer profiles
- Purchase history
- Notes and tagsBeta
- Loyalty tracking supportBeta
- Basic customer insights
Beta constraints
- Notes/tags and loyalty support are beta-scoped claimsBeta
- Store accounts are merchant recordkeeping, not a consumer financial productBeta