Managing Customers

This page covers the day-to-day actions you take on contacts: creating them, editing their details, adding tags and notes, and blocking, deactivating, or deleting them.

Creating a customer

Select + Add Customer from the Customers list. The create form needs only a name plus either an email or a phone number.

Quick steps:

1. On the Customers list, select + Add Customer.
2. Enter the First Name (required) and, optionally, the Last Name.
3. Enter an Email, a Phone Number, or both — at least one is required.
4. (Optional) Select Add more details (optional) to add a company, address, tags, and an internal note.
5. Select Create Customer to save.

Required fields

Field	Required	Notes
First Name	Yes	Up to 50 characters
Last Name	No	Up to 50 characters
Email	Required if no phone	Valid email, up to 120 characters
Phone Number	Required if no email	E.164 format, e.g. +14165551234

Email or phone

You must provide at least one of email or phone number so you have a way to reach the contact. If both are empty, the form shows "Either email or phone number is required."

Phone numbers must be in E.164 format — a +, the country code, then the number with no spaces or dashes (for example +14165551234). If the format is wrong, the form prompts you to correct it.

Optional details

Select Add more details (optional) to expand additional fields:

Field	Notes
Company	Up to 255 characters
Address Line 1	Street address
Address Line 2	Apartment, suite, etc. (up to 255 characters)
City
Country
Postal Code	Up to 20 characters
Tags	Type a tag and press Enter (or Add); remove with the X on each tag
Internal note	A note for your team — visible to admins and agents, not to the contact

Select Create Customer to save (or Add contact when creating from the side panel). Select Cancel to discard.

Automatic Shopify sync

If you have a Shopify store connected, new contacts you create are automatically pushed to Shopify, and the response confirms whether the sync succeeded.

Editing a customer

From a customer profile, open the ⋮ (more) menu and choose Edit. The edit panel lets you update:

• First Name, Last Name, Email, Phone Number, Company
• Tags — entered as a comma-separated list
• Internal note (Shopify note)

The full edit form also exposes Address (address lines, city, province, postal code, country, country code), Preferences (language as an ISO 639-1 code, timezone as an IANA identifier, currency as an ISO 4217 code), and Status & Settings toggles:

Toggle	Effect
Active Status	Whether the customer can access their account
Blocked	Prevent the customer from making purchases / being messaged
Tax Exempt	Mark the customer as exempt from taxes

Select Save Changes to apply. When a contact is linked to Shopify, only the fields you changed are synced back, so existing Shopify data is preserved.

Tags

Tags let you label and segment contacts (for example, VIP, wholesale, newsletter).

On the profile (Overview tab):

1. In the Preferences and Settings section, select + Add next to Tags.
2. Type the tag into the Enter tag… box.
3. Press Enter or select Add. Press Escape to cancel.
4. To remove a tag, select the X on the tag badge.

Duplicate tags are rejected with a "Tag already exists" message. You can also manage tags in bulk through the comma-separated Tags field in the edit form.

Notes

Notes are internal, team-only annotations attached to a contact — the customer never sees them. They appear in the Notes section of the profile's Overview tab.

Action	How
Add	Type into the Add a note… box and select Add Note
Edit	Hover a note and select the pencil icon, change the text, and Save
Pin	Select the pin icon to keep important notes at the top (pinned notes are highlighted)
Delete	Select the trash icon and confirm in the dialog

Blocking, deactivating, and deleting

These actions are available from the ⋮ (more) menu on a customer profile.

Block / unblock

Blocking a contact stops you from accepting their messages. A blocked contact shows a red Blocked badge on their profile and in the list.

To block or unblock a contact:

1. Open the customer profile.
2. Open the ⋮ (more) menu and choose Edit.
3. Toggle the Blocked setting on (block) or off (unblock).
4. Select Save Changes.

Deactivate / activate

Deactivating sets a contact to inactive (shown by an Inactive badge) without deleting any history.

To deactivate or activate a contact:

1. Open the customer profile.
2. Open the ⋮ (more) menu.
3. Select Deactivate (you'll see "Customer deactivated successfully") or, for an inactive contact, Activate ("Customer activated successfully").

You can also use the Active Status toggle in the edit form.

Delete

Deleting removes a contact permanently from Fyncall and from the connected Shopify store.

To delete a contact:

1. Make sure the contact is inactive (deactivate it first if needed).
2. Open the ⋮ (more) menu and select Delete.
3. Review the confirmation dialog.
4. Select Delete Permanently to confirm.

Deactivate before deleting

A customer must be inactive before it can be deleted. If you try to delete an active customer, the dialog shows "Cannot delete active customer — This customer must be deactivated before deletion." Select Deactivate & Delete to deactivate and remove the contact in one step.

When deleting an inactive customer, the confirmation dialog reminds you that:

• The customer is removed from the local database
• The customer record is also deleted from Shopify
• The action cannot be undone

Select Delete Permanently to confirm.

Related pages

• Customers Overview — the list, search, filters, and KPIs
• Customer Profiles — the detail page for a single contact