Customer Profile

The customer profile brings together all relevant information on a single page: contact details, purchase history, automatic segmentation, and fiscal data. Access it from the customer list by clicking any customer name.

Contact Information

The main section displays the customer's basic data:

• Full name (or legal name for organizations)
• Email address
• Phone number
• Entity type: Individual or organization
• Company: Associated company name (if applicable)
• Tags: Custom tags assigned to the customer

RFM Segmentation

Fenicia automatically classifies each customer based on their purchasing behavior using the RFM model (Recency, Frequency, Monetary value). The segment appears as a prominent badge on the profile.

Segment	Description
Champions	Bought recently, buy often, and spend the most
Loyal customers	Purchase regularly with a solid average spend
Potential loyalists	Recent customers with moderate frequency
New customers	Made their first purchase recently
Promising	Recent buyers with growth potential
Need attention	Above-average frequency and spend, but haven't purchased recently
About to sleep	Low recency with moderate frequency
At risk	Used to buy a lot but haven't purchased in a while
Can't lose them	Were big spenders but are now inactive
Hibernating	Low activity across all metrics
Lost	No activity for an extended period

Key Metrics

The profile displays three main indicators in highlighted cards:

• Health score (0-100): Indicates the likelihood that the customer remains active, based on purchase recency and frequency.
• Lifetime value (LTV): The total accumulated revenue the customer has generated.
• Total orders: The total number of orders placed.

Order History

The orders tab shows all orders linked to the customer, sorted by date. From here you can:

• View order details with a single click
• Filter by order status
• Quickly check amounts and dates

Addresses

A customer can have multiple registered addresses, differentiated by type:

• Shipping address: Where orders are delivered
• Billing address: Associated with fiscal data

Each address includes street, neighborhood, city, state, postal code, and country.

Fiscal Data

For customers in Mexico, the profile stores complete fiscal profiles:

• RFC: Federal Taxpayer Registry number
• Legal name: Official taxpayer name
• Tax regime: Applicable tax regime
• Fiscal postal code: Tax domicile postal code

Editing the Profile

To modify any customer data, click the Edit button in the upper-right corner. See the full guide at Create and edit customers.

Next Steps

• Edit customer information
• Explore customer segments
• Back to the customer list

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