Customers

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.

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