Customer
Currently, Getfly stores customer information in 2 separate parts:
- account: Contains company information (Company name, address, phone number, etc.)
- contacts: Is the contact person in that company (Employee A, B, C) Therefore, the APIs for adding/updating customer information are divided into 2 separate parts as above. In addition to the available information, Getfly also allows defining additional data fields to customize for each business. This data will be stored in custom_fields.
📄️ List
Get information about customers in the system
📄️ Add New
Add a new customer
📄️ Customer Details
View detailed information for a customer
📄️ Edit Customer
Edit existing customer information on the system
📄️ Delete Customer
Allows deleting a customer from the system
📄️ Restore Customer
Restore a deleted customer
📄️ Change Manager
Change the customer's manager
📄️ Customer Groups
Get the list of customer groups on the system
📄️ Business Sector
Get all business sectors
📄️ Relationships
Get the list of customer relationships
📄️ Customer Sources
Get the list of customer sources
📄️ Order Status
Count the number of orders for a customer by status
📄️ Data Definition
Additional data fields for the customer module
📄️ Sync Customers
Get a list of newly added or updated customers from a specified time to the present
📄️ Sync Deleted Customers
Sync deleted customers from a specified time to the present