Customers Overview
The Customers section lets you manage customer information, accounts, and purchase history. This section defaults to tile view and switches to list view via the buttons on the top right.
Accessing Customers
Click Customers in the main navigation menu.
Customer List View
The customer list view shows:
Column | Description |
|---|---|
Name | Customer's full name |
Company | Business name (if applicable) |
Contact email | |
Phone | Phone number |
Address | Current address |
Status | Active, Inactive, or Hold |
Actions | Edit button |
Searching for Customers
Use the search box to find customers by:
Name
Company name
Email address
Phone number
Customer Details
Click on a customer to view their full profile:
Details - Contact information and settings
Account - Balance, credit limit, transactions
Sales - Purchase history
Repairs - Device repairs
What You Can Do
Quick Actions
From the customer list view, you can:
Click Add Customer to add a customer
Click a customer name to view details