# Customer Profile

A closer look into the customer profile access and creation

Canonical: https://support.loyaltymaster.com/customers-crm/customer-profile

Review status: Application review pending; current permissions and product version unverified.

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

2. From the modules listed here, click the **Customers**icon. Doing so takes you to the Customers screen.

![Customer Profile: From the modules listed here, click the icon. Doing so takes you to the Customers screen.](/media/ec99b6d0db2eee0ebca7-72baa06d83530db797084e07357d564a45f8a6582ad7f11913deef33f663c228.webp)

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.

![Customer Profile: 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, ](/media/d7c9aaef8fff426966ae-4ad896483f0d4582feb038f937dc254f8b74005be9afe98c53c814c9048d40c2.webp)

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.

![Customer Profile: 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, Dev](/media/b6f0cbfdde509cd89445-c0057a0be267c0c579ee2ca9768aa530115281e0e6ce0ad921b6951e2355e81a.webp)

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.

![Customer Profile: 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.](/media/1a0bf09c50bf1d6357e3-1cfa88a7bd5916a97fc9e4e16ef6ed2a57e6b805f15c6b4b42404147a76de5cb.webp)

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.

![Customer Profile: 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.](/media/39c97e54d10b18fd3603-18114a71ac21fbc67c58dfad6ffd663204d1ff5ea0dbac955d36d6fda293946a.webp)

![Customer Profile: ](/media/56a1b92baa7bbf896ae8-9df38f14cd95503b92800c9368abc562050263de9bd8bc376f02d8454b07e09b.webp)

7. Next up is the Customer Import tile. This allows you to import customer records in bulk via a .CSV file. Loyaltymaster keeps an import template for your ease that can be downloaded by clicking the **Download import template**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 **Import**button.

![Customer Profile: Once downloaded, you can fill in the fields as per your requirement. Once updated, choose this file from your system storage upon clicking the button.](/media/02636fcbdce3a058c72b-35ef1369efb9f4a851194b121ec046cc6f01492c4e11d2456a3ce78f2ee6a492.webp)

## Create Customer Profile
> **Loyaltymaster > 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**Add Customers** button. Doing so opens the Add Customer popup.

![Customer Profile: From the bottom of this grid, click the button. Doing so opens the Add Customer popup.](/media/a7f913f8f7ba0a233a01-6042662a79d5a071962c78cf35a275b1f66f575b97a1d73f50729e894e7607aa.webp)

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

![Customer Profile: Here, enter the last name of the customer using the Last Name field.](/media/a370335d5661ee43acb0-11b460b0c1eb359e8c88f0b17ccdf0bc327106544cb7f78e09c3c0c01f6c297d.webp)

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

![Customer Profile: Similarly, use the First Name field to record the first name of the customer.](/media/8f1648ee269d9b581fdd-b4b8572edc0af2d4e6625bad8337f9f9f43a08928a411ba3dec6605031159bd6.webp)

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

![Customer Profile: Use the Contact Number field to record the contact number of the customer.](/media/02b66d40dfaefb27c482-11b460b0c1eb359e8c88f0b17ccdf0bc327106544cb7f78e09c3c0c01f6c297d.webp)

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

![Customer Profile: Enter the email address of the customer using the Email Address field.](/media/8c1c8ec2a40a7aa3c4fc-11b460b0c1eb359e8c88f0b17ccdf0bc327106544cb7f78e09c3c0c01f6c297d.webp)

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

![Customer Profile: Record the date of birth of the customer using the Date of Birth date selector.](/media/d5c9ad7c374ee34b071c-11b460b0c1eb359e8c88f0b17ccdf0bc327106544cb7f78e09c3c0c01f6c297d.webp)

9. Once the required details are recorded, click the **Add Customers**button. This adds the customer profile and it is displayed in the customers grid.

![Customer Profile: Once the required details are recorded, click the button. This adds the customer profile and it is displayed in the customers grid.](/media/ad06749c1f30e55c11de-8409b3d91971978daadeb3be6801fc3e52005e7ff757a71760cd3ba976fe1a4d.webp)