> ## Documentation Index
> Fetch the complete documentation index at: https://docs.capinex.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Profile

> Search any customer. See their credit score, income, loans, and past dues. Bulk-upload customer data.

This is where you find customers. Type a name, a phone number, or even a question in plain English, and the app shows you matching profiles with their credit score, age, income, loans, and past dues.

## The home screen

When you tap **Customer Profile** in the sidebar, you see:

* A big search bar in the middle that says "Search or ask in natural language..."
* A small **+** button on its left.
* A microphone icon on the right (for voice search).
* A search arrow on the far right.

That's it. Everything starts here.

## How to find a customer

<Steps>
  <Step title="Type into the search bar">
    Type any of these:

    * A name: `Ramesh Kumar`
    * A phone number: `9876543210`
    * A question: `show me high-income customers with no past dues`
  </Step>

  <Step title="Tap the search arrow on the right">
    Or just press Enter on your keyboard.
  </Step>

  <Step title="See the results">
    A table appears with up to 11 columns: Name, Phone, CIBIL, Age, Gender, PAN, Income, Active loans, Outstanding, Past Due, Status.
  </Step>
</Steps>

<Tip>
  You can ask in plain Hindi-English mix too. The app understands "loan over 5 lakhs" or "high CIBIL no overdue".
</Tip>

## How to use voice search

<Steps>
  <Step title="Tap the microphone icon">
    First time, the browser will ask for microphone permission. Click **Allow**.
  </Step>

  <Step title="Speak clearly">
    "Show me customers with score above 750 and active home loan."
  </Step>

  <Step title="Wait — the words appear in the search bar">
    Tap the search arrow to run it.
  </Step>
</Steps>

## How to filter

<Steps>
  <Step title="Tap the + button (left of the search bar)">
    A small menu pops up with two options: **Filters** and **Upload Data**.
  </Step>

  <Step title="Tap 'Filters'">
    A panel opens with these filters:

    * **Name** — text
    * **Phone Number** — digits
    * **CIBIL Score** — min and max numbers
    * **Monthly Income** — min and max in rupees
    * **Gender** — Male / Female / Other
    * **Active Loans** — All / Has loans / No loans
    * **Past Due** — All / No dues / Has dues
    * **Status** — All / Approved / Rejected / Pending / etc.
    * **Limit** — 50 / 1000 / 10000 / All results
  </Step>

  <Step title="Set the filters you need">
    You can set as many as you want. They all apply together (AND).
  </Step>

  <Step title="Tap Search">
    Active filters appear as small chips above the table. Tap the X on a chip to remove that filter.
  </Step>
</Steps>

<Note>
  Range filters (CIBIL, Income) work even if you only fill one side. Min only = "above this number." Max only = "below this number."
</Note>

## How to read the table

Each row is one customer. From left to right:

| Column          | What it means                                                   |
| --------------- | --------------------------------------------------------------- |
| **Name**        | Tap it (it's blue) to open the CAM Report tab for that customer |
| **Phone**       | Their main phone number                                         |
| **CIBIL**       | Their credit score (300–900). Higher is better.                 |
| **Age**         | Calculated from date of birth                                   |
| **Gender**      | M / F / O                                                       |
| **PAN**         | Their PAN card number                                           |
| **Income**      | Their monthly income                                            |
| **Active**      | How many loans they currently have running                      |
| **Outstanding** | How much money they still owe across all loans                  |
| **Past Due**    | How much they're overdue on                                     |
| **Status**      | A dropdown — change it to set the customer's status             |

The far-right of each row has a **copy icon** — tap to copy the entire row as text (handy for pasting into emails or notes).

## Change a customer's status

<Steps>
  <Step title="Find the customer in the table" />

  <Step title="Tap the Status dropdown in their row">
    Pick the new status (Approved, Rejected, Pending, etc.).
  </Step>

  <Step title="Done — it saves immediately">
    No "save" button. The new status is live.
  </Step>
</Steps>

## Open the CAM Report

The CAM Report is a chat where you can ask questions about that customer's credit and lending fit.

<Steps>
  <Step title="Tap the customer's name (blue) in the table" />

  <Step title="The CAM Report tab opens">
    You can type questions like "Is this customer fit for a 5-lakh personal loan?" and get an instant answer based on their data.
  </Step>
</Steps>

<Warning>
  If you switch tabs or go back to search, your selected customer is forgotten. You'll need to re-select them.
</Warning>

## Bulk-upload customer data

If you have a spreadsheet of customer info, you can upload it instead of typing each customer manually.

<Steps>
  <Step title="Tap the + button (left of search bar)" />

  <Step title="Tap 'Upload Data'">
    A list of 9 categories appears.
  </Step>

  <Step title="Pick the category that matches your file">
    | Category          | What's in it                  |
    | ----------------- | ----------------------------- |
    | Personal          | Name, DOB, Gender             |
    | Phone Numbers     | Customer ID, phone            |
    | Email Addresses   | Customer ID, email            |
    | Addresses         | Customer ID, address, pincode |
    | Identity          | PAN, Voter ID, Passport, UID  |
    | CIBIL Score       | Customer ID, score            |
    | Employment / Bank | Income, bank type             |
    | Loan Enquiries    | Enquiry purpose, amount, date |
    | Account Records   | Loan amount, balance, DPD     |
  </Step>

  <Step title="Each category shows the columns it expects">
    Read the description before picking your file.
  </Step>

  <Step title="Tap the row, pick your CSV or Excel file">
    A spinner appears while it uploads.
  </Step>

  <Step title="Wait for the green checkmark">
    Done. The new data is searchable instantly.
  </Step>
</Steps>

<Warning>
  Your file's columns must match the category exactly. If they don't, the upload fails. Match column names to what the description says.
</Warning>

## Pagination — finding more results

The table shows results in pages. Scroll to the bottom to find page numbers (1, 2, 3, ...). Tap a page number to jump to it.

If you set the **Limit** filter to "All", you'll see every match — but the table can be very long.

## Common things people ask

<AccordionGroup>
  <Accordion title="The search bar is empty but I want to see all customers.">
    Set the Limit filter to 50 (or whatever number you want), leave every other filter blank, and tap Search.
  </Accordion>

  <Accordion title="My voice search isn't working.">
    Check that the microphone permission is on for the browser. In Chrome: tap the lock icon in the address bar → Site settings → Microphone → Allow.
  </Accordion>

  <Accordion title="I changed a customer's status by mistake.">
    Just change it back via the dropdown. There's no "undo" but the change is one tap.
  </Accordion>

  <Accordion title="The natural-language search returned weird results.">
    The AI does its best but isn't perfect. Try simpler keywords or use the Filters panel for exact matches.
  </Accordion>
</AccordionGroup>