Versions Compared

Old Version 13

changes.mady.by.user Paul Clifton

Saved on

compared with

New Version Current

changes.mady.by.user Miles Graves

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Customers page in the Payments category allows you to view, add, and edit details about your customers and their payment methods, and view a list of all customers that have made a payment to the end-merchantinformation.

Navigate to the Customers page by clicking CUSTOMERS under Payments in the left hand navigation bar.

...

Customers Features

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

Customers Information Banner

View

The Customers Information Banner contains a summary of your merchants' customers, including the total number of customers, and the number of active and inactive customers.

Add New Customers

To add a new customer directly to the portal, follow the steps below:

  • Step 1: Click ADD CUSTOMERS CUSTOMER to open a window in the page lightbox and add information on a new customer.

  • Step 2: Click ADD to create a new customer record, 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 -

Customers Table Column Name

Description

Name

The name associated with the customer profile.

Email

-

The email address associated with the customer profile.

Phone

-

The phone number associated with the customer profile.

Status

-

Indicates whether the customer is active or inactive.

Date Created

-

The date that the customer was added.

Last TXN

-

The date of the last transaction accepted by the merchant.

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

Customers Table Actions

The Customers table supports the following actions:

  • View any additional customers by clicking SHOW MORE RESULTS to load more customer additional rows to in the table.

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

  • Click the Access additional information for any customer to redirect to a specific customer by clicking any information in the table to view the Customer Profile page, where you can view and edit their customer information.

Customize the Customers Table

You can customize your view using the options found at the top of the table. The following customization options are available:

Create a Customized Table

...

View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables

...

.

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

Expand
titleClick here to view Customer Table column customization options.

Name

Email

Phone

Status

Date Created

Address

City

State

Zip

ID

Created by

Last Name

Date Modified

Modified By

Login ID

Merchant ID

Fax

Country

Company

Custom Description

Related Pages

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