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Expand
titleClick here to view the features of the Customers page.

Customers Information Banner

  • View the total number of customers, active and inactive customers.

Add New Customers

  • Click ADD CUSTOMERS to open a window in the page and add information on a new customer. Click ADD to enter the create a new customer into record to your account, or click CANCEL to return to the Customers page.

Customers Table

  • Locate information about individual customers in the main table on the Customers page. Individual customers are listed by row. The default view includes the following columns:

    • Name

    • Email

    • Phone

    • Status

    • Date Created

    • Last TXN

  • Click SHOW MORE RESULTS to load more customer rows to the table.

  • Click any line in the table to expand the row to view more details about a specific customer.

  • Click the information for any customer to redirect to the Customer Profile page, where you can edit their information.

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  • For instructions on customizing, sorting, or searching tables, see this article - ADD LINK XX

  • View Expand the section below to view a complete list of the data that you can display on the Customers table:

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Click the links or items in the Customers page to access any of the following pages:

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