Process Library / Customer Management / 08 Customer Management
08

Customer Management

Shared service that owns the Customers table in Airtable. Provides registration, progressive enrichment, preference tracking, profile updates, and lookup operations. Other processes call this service rather than writing to the Customers table directly. Works with Location Management (10) to resolve addresses to buildings and communities, and with Customer Communications (09) to collect information from customers via WhatsApp. Scope: editable profile fields (name, phone, address, city, building, community, language, delivery preferences, comment, referrals, AI enabled) and computed lifecycle fields (status, sampled/converted/repeat/habit, revenue, AOV, days since last order). Out of scope: cohort analytics, feedback scheduling, and the manual-only Flag / Issue Comment fields.

L1 active v2.0.0 7 nodes Airtable

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