> For the complete documentation index, see [llms.txt](https://docs.rmhpos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rmhpos.com/store-manager/manage-customers.md). # Manage customers - [Legal limits on collecting customer information](https://docs.rmhpos.com/store-manager/manage-customers/legal-limits-on-collecting-customer-info.md): This topic describes best practices and legal limits for collecting customer information. - [Advantages of collecting customer information](https://docs.rmhpos.com/store-manager/manage-customers/advantages-collecting-customer-info.md): This topic describes best practices for collecting customer information in RMH. - [Create a customer policy](https://docs.rmhpos.com/store-manager/manage-customers/setting-up-customer-policy.md): This topic describes how to configure a customer policy. It controls which fields in the customer record are required. You can also define a mask, or number format, for telephone numbers. - [Configure custom fields for customer records](https://docs.rmhpos.com/store-manager/manage-customers/setting-up-custom-fields.md): This topic describes how to configure custom fields for customer records. You can configure up to five custom text, number, and date fields for customers. - [Create customer records](https://docs.rmhpos.com/store-manager/manage-customers/setting-up-customer-accounts.md): This topic describes how to add new customer records to the store database. - [Ship items to customers](https://docs.rmhpos.com/store-manager/manage-customers/customers-shipping.md): This topic describes how to configure shipping to automatically select the item tax based on the shipping destination, and how to select a customer's shipping address in POS. - [Deactivate customer records](https://docs.rmhpos.com/store-manager/manage-customers/deactivating-customer-accounts.md): This topic describes how to deactivate customer records. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.rmhpos.com/store-manager/manage-customers.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.