Page Comparison

Customers Information Banner

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 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:

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.