Customers
Learn how to search for customers and view account information within the Wise Console.
The Customers section within the Wise Console allows you to view and edit information about customers. The information found in the Customer account screen can also be viewed and updated in the Wise Client at Customer Administration.
Note: The Wise Console is still in development, and some features may not yet be available.
- Search for customers
- Learn how to search for customers within the Wise console.
- New customer
- Learn how to add a new customer within the Wise Console.
- Customer summary panel
- Find information about the customer summary panel within the Customer account screen in the Wise Console.
- Activity tab
- The Activity tab within the Customers section of the Wise Console allows you to view information about on loan items, hold requests, purchase requests, and customer financial data.
- Communication tab
- Learn how to adjust customer communication preferences within the Wise Console.
- Customer data tab
- Find information about the Customer data tab within the Customer account screen in the Wise Console.