EdgeUser
  • Register
Login
 
  • Home
  • News
  • Knowledge
    • Knowledge Base
    • Blog
    • Calendar
    • Partners
      • Clientbook
      • Drive Retail
      • Edge Retail Academy (ERA)
      • GemFind
      • Hershel Barg & Associates
      • Integrated Credit Cards
      • JM Care Plan
      • Montage Jewelry Care
      • Podium
      • Punchmark
      • TracTech
      • Zillion
    • Website / Ecommerce
    • Supported Hardware
  • Facebook Icon
  • Youtube Icon
 

Edge Knowledge Base

  • Knowledgebase

How can we help you today ?

 Home / Customers / Customer Record
  • Customers
    • Add / Edit / Delete
    • Contact Methods
    • Customer Documents
    • Customer Find Filter
    • Customer Notes/Pop-Ups
    • Customer Rankings
    • Customer Record
    • Customer Record Management
    • Customer Sizing - Import
    • Customer Supervisor Menu
    • Exporting Customer Data
    • Gift Certs
    • Groups / Mailing Lists
    • Hidden Contacts
    • House Account Thresholds
    • Last Associate
    • Layaway Emails
    • Linked Customer Accounts
    • Managing Duplicate Customers
    • Sales
    • SMS Business Cards
    • Social Contact Methods
    • Statements
    • Training Videos
    • Wish Lists
    • Wizards

Customer Record

This section details the information found on the Customer Record. The record is divided into tabs; each tab is described here. The customer record is accessible throughout the software, from the Customer menu, POS, and is linked on many places, including sold items, service jobs, tasks, reports, and more.

In this section

  • Customer Record: Overview
  • Customer Record: General Tab
  • Customer Record: Sizing Tab
  • Customer Record: Other Keys Tab
  • Customer Record: Balances Tab
  • Customer Record: Wish List Tab
  • Customer Record: Merchandise Tab
  • Customer Record: Activity Tab
  • Customer Record: History Tab
  • Customer Record: Notes Tab
  • Customer Record: Options Tab
  • Customer Record: Rewards Tab
  • Customer Record: Referrals Tab
  • Customer Record: Appointments Tab
Logo Edge

Edge-U-Cation

  • The Edge for Jewelers
  • Education Calendar
  • Business Building
  • Swipe, Learn, Earn
  • Training Courses
  • Service Agreement

Contact

  • Contact Us
  • Address: 3 Corporate Drive #215 Shelton, CT 06484

  • Support Phone: 1-877-844-0002

  • Headquarters Phone: 1-866-580-3343

  • Email: Support@ajsllc.com

Follow Us

  • Facebook
  • YouTube
 
© Copyright 2025 by The Edge Terms Of Use Privacy Statement