CRM records and their available actions

Flutex Customer is a customer portal, so this topic explains the boundary between customer self-service and CRM staff administration.

Customer self-service

A signed-in contact can access the profile and account settings made available by the app. Use the profile form to update supported personal details, then save and verify the result. Use the change-password screen when you need to update your credentials.

Company details can be edited through the available company form by the primary contact, subject to backend validation. If your account is not the primary contact, contact your business administrator for company changes.

Staff-only management

Creating and managing arbitrary customers, adding other customers’ contacts, assigning staff roles, and managing sales leads are not customer-app workflows. Authorized staff perform those tasks in Perfex CRM.

The documented Customer API does not expose a general lead-management endpoint or a customer-directory administration API. Buying or rebranding the customer app does not add those capabilities.

Account corrections

If you belong to the wrong customer, cannot access your expected records, or need another contact added, ask the CRM administrator to correct the account association. Do not try to change customer IDs or permission values in mobile requests.

For a clearer knowledge-base menu, this article can be published as Managing Your Profile and Company Details while preserving the scope explanation above.


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