Use Customer 360

Audience: Front desk / CRM user
Objective: See one profile for a customer across stays and sales.
Requires: crm_view

Steps

1. Open CRM (/crm) → 360 (/crm/360).
2. Search for the customer/party/guest link.
3. Review activities, stays, and loyalty context as shown.
4. Log an activity when you have crm_manage or cashier write rights.

Result

You work from a single relationship record instead of scattered notes.

Related

• Pipeline & quotes
• For engineers: docs/features-shipped/CRM-CUSTOMER-360.md