---
title: "Customer details on the order"
url: "https://help.simasuite.com/en/article/new-article-e3e9b791-063a-408f-8fb5-b372466bffae-copy-copy-copy-copy-copy-copy-copy-copy-copy-copy-copy-copy"
language: "en"
last_updated: "2026-06-03T16:37:42.254Z"
---

# Customer details on the order

## Immediate Customer Profile Lookup

> **Description:** Allows users to view extended customer information directly from the work order header via a modal that clearly distinguishes between the owner and the depositor, without leaving the current workspace.

**Step-by-Step Guide:**

-   Go to the simplified **work order header** and open the **Customer card** menu.
-   Select the **View customer profile** option.
-   View and review the detailed information for both the **Depositor** and the **Owner** (company name, official ID, and contact details).
-   Access the **Observations** tab within the same modal to view commercial or service comments associated with the customer.

**Pro Tips / Usage Notes:**

-   If the customer has registered comments, the system will display a **visual alert indicator** next to the modal access point and on the Observations tab itself.
-   Use this view to **mitigate communication or billing errors** by precisely distinguishing between the person delivering the vehicle (depositor) and the legal titleholder (owner).
-   It is best practice to verify these details before making follow-up calls, structuring quotes, or initiating vehicle delivery.
-   **Relationship with other modules:** Directly connects operational order management with the SIMA master customer file, linking the reception module to the historical log of commercial observations.

## Centralized Customer Observations Log

> **Description:** Allows users to record new customer observations directly from the order detail modal to preserve relevant and reusable context that does not depend on a specific workshop order.

**Step-by-Step Guide:**

-   Open the **customer detail modal** from the work order header.
-   Go to the **Observations** tab.
-   Select the available action to **add a new note** to the list.
-   Enter the relevant comment in the designated field and **save the entry**.
-   Confirm that the new observation has been **correctly added** to the visible history in the customer list.

**Pro Tips / Usage Notes:**

-   This tool replicates the standardized behavior of internal notes found in other sections of the application, ensuring a **fast learning curve**.
-   Use it **exclusively** to document permanent customer preferences, specific service guidelines, or high-value commercial incidents.
-   **Avoid including details that only apply to the current day's repair.** For technical notes on breakdown issues for the current order, use the order or job observation sections instead.
-   **Relationship with other modules:** It integrates seamlessly with the company's global customer profile, ensuring that any note added here is immediately visible in future appointments, receptions, or inquiries from other work orders.

## Control and Maintenance of Historical Observations

> **Description:** Allows users to keep customer observations current and clean through editing or activation/deactivation features, safeguarding the traceability of useful historical information.

**Step-by-Step Guide:**

-   Access the customer modal and head to the **Observations** tab.
-   Locate the specific note you want to manage in the list.
-   Use the available **status control** to activate or deactivate the note as required by current workshop operations.
-   If you detect errors in the text or need to update the comment details, select the **edit option** on that same line.
-   Confirm the changes made and verify that the list updates to reflect the new content or status.

**Pro Tips / Usage Notes:**

-   Deactivating an observation removes it from the workshop's front-line operations so as not to overwhelm the service advisor, but **retains its legal and historical validity** within the customer's internal audit trail.
-   Modifying existing notes helps maintain a **clean customer profile**, preventing duplicate entries for the same issue (e.g., changes in preferred hours).
-   We suggest conducting a **periodic review of active notes** during vehicle reception to ensure the team doesn't carry forward obsolete or already resolved contexts.
-   **Relationship with other modules:** Optimizes the quality of master customer data and positively impacts information accuracy across Customer Service, Daily Workshop Tracking, and the Digital Delivery Process workflows.