Customers Overview

The Customers section lets you manage customer information, accounts, and purchase history.

Accessing Customers

Click Customers in the main navigation menu.

Customer List

The customer list shows:

| Column | Description | |--------|-------------| | Name | Customer's full name | | Company | Business name (if applicable) | | Email | Contact email | | Phone | Phone number | | Balance | Current account balance | | Status | Active, Inactive, or Hold |

Searching for Customers

Use the search box to find customers by:

• Name

• Company name

• Email address

• Phone number

Filtering Customers

Filter the list by:

• Status (Active, Inactive, Hold)

• Has balance (customers who owe money)

• Account type

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

• Statements - Generate account statements

What You Can Do

• Add new customers

• Manage customer accounts

• Record payments

• Generate statements

Quick Actions

From the customer list, you can:

• Click New Customer to add a customer

• Click a customer name to view details

• Click the email icon to send an email

• Click the phone icon to call (on mobile)