Customers
One profile for contact details, billing information, travel history and itineraries. Created automatically when a lead becomes Quoted or Won.
Customers are a premium feature. Each customer is a standalone record, separate from the lead it came from, so one traveler keeps a single profile even when they enquire again.
How a customer is created#
- Changing a lead to Quoted or Won creates or links a customer automatically.
- The lead stores the link to that customer. Later itineraries and quotations are attached to the customer, not to the lead itself.
- If a matching customer already exists in your organisation, it is reused. This avoids a new record every time the same traveler moves through your pipeline.
- Customers are private to your organisation. Another agency can never read your customer list.
Customer list#
- Open All Customers.
- Search by name, email, phone or GSTIN.
- Filter by assigned agent when that filter is available.
- Select a row to open the customer profile.
Rows show name, phone, email and city. The list is paginated, so use the pagination controls to move through results.
Customer profile#
The profile has three tabs:
- Details: contact and billing information.
- Travel History: linked trips and leads with destination, dates, traveler count, status, source and creation date.
- Itineraries: quotations and packages associated with the customer.
- Quotations: when quotation records are enabled for your account, this view lists only that customer's quotations. See Quotation records, GST and status.
Customer details can include:
- name and phone (required);
- email;
- billing address;
- city, state, pincode and country (country is required);
- GSTIN.
Edit a customer#
- Open the customer.
- Select Edit.
- Update contact, billing, location and GST information.
- Save.
GSTIN is validated against the Indian GSTIN structure when supplied. Email must be valid when supplied.
Delete a customer#
- Open the customer profile.
- Select the delete action.
- Read the warning.
- Confirm.
Deletion is a soft delete. Deleted customers no longer appear in normal customer lists.
Do not delete a customer just to correct a field. Use Edit instead.
Open a trip or itinerary#
Travel History entries open the underlying lead. The Itineraries tab opens the related itinerary for review, editing, reuse or download depending on your access.
Frequently asked questions#
How do I find a customer by GST number?
Use the search box on All Customers and enter the GSTIN.
Why is a customer missing from my list?
It may have been deleted, or filters and search terms may be hiding it. Clear filters and try again.
How does a customer get created?
Automatically. When you change a lead to Quoted or Won, Miya Travel creates a customer or links an existing matching one. Use View customer from the lead to open it.
Will the same traveler create duplicate customers?
No. A matching customer in your organisation is reused instead of creating a new record.
Can I edit or delete a customer?
Yes. Use Edit to correct contact, billing or GST details. Delete is a soft delete and should not be used to fix a field.