Page Comparison

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 create a new customer 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 - Name associated with the customer profile.

  • Email - Email address associated with the customer profile.

  • Phone - Phone number associated with the customer profile

  • Status - Indicates whether the customer is active or inactive.

  • Date Created - Date customer was added.

  • Last TXN - Last transaction date.

  • Arrow Icon - Click on the grey triangle in any row to view additional details for a specific customer, or click on the grey triangle in the table header to view additional details for all entries.

• 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.