Customer Profile
This section allows for users to see and edit information such as Name, Organization, Email, and Phone Number on the customer account. They can also sync the customer information to QuickBooks if the user's company has opted in for this feature.
Here, a user can assign/re-assign labels to the customer to allow for quick sorting while doing customer look-ups. Additionally, the user can also assign the customer to an sync'd organization in QuickBooks if the user's company has opted in for this feature.
This section of the Customer Profile page allows the user to assign the customer to a group as well as assign them a tax-except code. Users also have the ability to allocate a store credit to customers if the situation calls for it.
This last section of the page allows for users to be able to assign/re-assign any custom fields previously assigned to the customer upon their account creation.