Customer Details
Overview
The Customer Details View provides a complete overview of an individual customer’s profile, bookings, and financial summary. It is accessed by clicking the Customer No from the Customer Page list. This page is designed for reviewing, editing, and managing a customer’s personal data, travel history, and related records such as bookings, offers, and service cases.
Purpose
The Customer Details View is used to:
Display complete customer information in one place.
Allow data updates (contact info, address, country, city, etc.).
Provide visibility into the customer’s bookings, offers, and total turnover.
Access connected sections such as Service Cases, Bonus Packages, or Catalog Orders.
Evaluate customer engagement (bonus points, complaints, or happiness levels).
Sections Overview
The page is divided into three main areas:
Customer Information (Left side)
Customer Activity & History (Center)
Totals Summary (Right side)
1. Customer Information
This section displays the customer’s contact and identification details. It includes two tabs — Primary and Secondary — to separate main and alternative contact data.
Field
Description
Phone (Primary / Secondary)
Displays customer’s main and secondary phone numbers.
First Name / Last Name
Editable fields for the customer’s name.
Address
Customer’s address information.
Country
Country of residence (selectable from a dropdown).
Zip Code
Postal code of the customer’s location.
City
City of residence.
Gained Bonus
Shows the total bonus points accumulated by the customer.
Customer’s main email address used for communication.
Special Guest
Indicator showing if the customer has special guest status (red cross ❌ = not marked).
Happiness Overall / Happiness Represent.
Internal tracking metrics to evaluate customer satisfaction.
Total Complaints
Displays the number of complaints registered for this customer.
Update Button
Saves any changes made in the editable fields.
2. Customer Activity & History
The central area contains expandable sections showing all customer-related activity and records.
Bookings
Displays the customer’s current and past bookings in a table format.
Column
Description
BKG. No
Unique booking number. Clickable to open the booking details page.
Transport
Transport code or reference for the booking.
Resort / Hotel
The resort and hotel associated with the booking.
Booking Date / Dept. Date
Booking creation date and departure date.
User
System user who created or manages the booking.
Phone
Contact phone related to the booking.
Pass. No / CHM / RHM
Displays passenger numbers and other related metrics.
You can use Filters to refine bookings displayed.
Offers - Displays the offers related to this customer (if available).
Service Cases - Shows any service cases linked to the customer (complaints, requests, etc.).
Old Bookings - Lists completed or past bookings associated with the customer.
Bonus Packages - Displays active or historical bonus packages related to the customer.
Catalog Orders - Shows catalog orders (if applicable) linked to the customer’s account.
Each section can be expanded or collapsed individually, or all can be closed at once using Close all.
3. Totals Summary
The right-hand section displays a financial overview summarizing the customer’s booking-related totals.
Field
Description
Total Turnover
Shows the overall total turnover for the customer in EUR.
Booking Numbers
Indicates how many bookings the customer has.
Pax Number / Inf Number
Shows the number of passengers and infants.
Turnover Basic / Insurance / Transfers / etc.
Breaks down turnover by category (insurance, transfers, fees, discounts).
Pickup Point Total / Discount Total / Supplement Total
Displays additional financial details associated with bookings.
Total Cost / Total Profit / Profit per PAX
Summary of cost and profit for the customer’s bookings.
This section helps evaluate the customer’s overall financial value to the company.
Instructions
Access the Customer Details View by clicking a Customer No on the Customer Page.
Review or update customer data in the Details section.
Click Update to save any modifications.
Expand Bookings to review customer trips or check upcoming departures.
Navigate to other sections (Offers, Service Cases, Bonus Packages, etc.) as needed.
Review the Totals panel for a summary of financial activity.
Use Customer Extras for additional customer-related benefits.
Close sections with Close all to simplify the view.
💡 Tips
Editable Fields: Only users with sufficient permissions can modify customer details.
Linked Navigation: The Booking No is clickable and leads directly to the booking details page.
Customer Value Insight: Use the Totals Summary to identify key customers based on turnover and profit.
Complaint Tracking: Keep an eye on the Total Complaints field to monitor satisfaction levels.
Data Synchronization: Always refresh or reopen the page after major updates to ensure information accuracy.
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