Dịch sang tiếng việt 
"### Overview

- Sales Planning will manage and import the customer list through the use of files. Customers imported will have the **AX code**
- A customer has **3** information sessions:
    - **General information (Account customer information)**:
        - Provided by **Sales Planning**
        - Contains **important high-level** information
    - **Other information (Profile customer information)**:
        - Provided by **other roles** in the branch.
        - Contains **more detailed** information about a customer.
    - **Inquiry**
        - Contains the list of inquiries that belong to this customer
- If the customer does not exist in the database, branch users can create a new customer with some important information by using the “**create new customer**” feature supported by the Inquiry Portal
- When Sales Planning imports the customer list into the Inquiry Portal, the system will automatically check and recommend the list of customers that can be duplicated for Sales Planning to merge

### Location

- Inquiry Portal | Customer

### Roles & Permission

- **View customer list**
    - All roles except **BOD:** View all customers in the system
- **View detail customer**
    - **Sales Support, Branch Head, Deputy Branch Head, Sales Manager, Sales Admin, Sales Leader, AM, UPC Head**: Can view **all 3 sessions**
        - General information: Can view all
        - Other information:   Can view all
        - Inquiry: Must be limited by their scope
            - **Sales Support, Branch Head:** Their branch
            - **Sales Manager, Sales Admin:** Their department
            - **Sales Leader, AM:** Their team/group
    - **Sales Planning**
        - Can **only view the General information** session
        - Inquiry: **only some basic** information about the inquiry (view more detailed: ‣ ) and not allowed to view the detail
    - **Salesman**
        - General information session, and Other information session
        - Inquiry session: Only allows salesman is **PIC** of the customer to view
- **Add new customer**
    - Salesman: The system assigns automatically this Salesman as the PIC of the customer
- **Import customer**
    - Sales Planning, Sales Support
- **Update customer**
    - **Sales Planning:**
        - Can edit the **General information** session
        - Can change **Sales in-charge** manually
    - **Sales Support:**
        - General information
            - Can change **Sales in-charge** manually
            - Note:
                1. Can update **all** General information:
                    - If this Customer is imported by **Sales Support**
                    - If this Customer was created by **Sales Staff** and **has not been merged** (with the Customer imported by Sales Planning)
                2. Only update **some** General information:
                    - If this Customer was imported by **Sales Planning**
                    - If this Customer **has been merged** (with the Customer imported by Sales Planning)
        - Other information
    - **Salesman**:
        - **Scope:** Customers that they are **PIC** for
        - General information
            1. Can update **all** General information:
                - If this Customer is imported by Sales Support
                - If this Customer was created by Sales Staff and has not been merged (with the Customer imported by Sales Planning)
            2. Only update **some** General information:
                - If this Customer was imported by Sales Planning
                - If this Customer has been merged (with the Customer imported by Sales Planning)
        - Other information
        - Inquiry information
- **Merge customer**
    - Manual merge: Branch Head, Sales Support
    - Merge when import: Sales Planning, Sales Support
- **Block / Unblock**
    - Sales Planning: Can block/unblock all customers
    - Sales Support: Can only block/unblock customers imported by **Sales Support**
- **Export customer**
    - All roles except for **Salesman, BOD**

### Properties

[Customer property](https://www.notion.so/1de1952dce3b4dd0af25ad91760329fa?pvs=21)

### Feature

[Feature list](https://www.notion.so/db9a0b4527f54eaaad7437ec336cae0f?pvs=21)"