ViaDesk — Customers

VD

ViaDesk

v1.0

📥 Inbox 📊 Dashboard 👥 Customers

Tools

📝 Templates 📚 Knowledge Base

System

👤 Agents ⚙️ Settings

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👥 Customers

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🔍

Stage

👥

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Select a customer to view their record

Add Customer

Name

Email

Phone

Booking Ref

Country

City

Notes (internal only)

Stage

Edit Customer

Name

Email

Phone

Booking Ref

Country

City

Stage

Note (reason for stage change)

🔗 Merge Customers

Search for the duplicate record to merge into . All conversations and notes will move to the primary record and the duplicate will be deleted.

↩ Process Refund

⚠️ This will process a real refund via Stripe. This cannot be undone.

Refund type

Amount (, e.g. 39.90)

Reason (required) Stripe reason

✉️ New Email

Subject

From Name (shown in signature)

Message

Signature preview