Customers Overview

When accessing Customer, the first screen displayed is the Customer Overview. This provides a comprehensive summary of all registered customers, allowing for easy navigation and organized management. The Overview includes the following columns:

Customers Overview

• Customer: Displays the customer's name, unique ID number, website link and current status (Active, Inactive, or Duplicated). Inactive and Duplicated statuses are indicated by a red circle for easy identification.

• Since: Displays the date when the customer first became a client, indicating the duration of their business relationship with the company.

• Shipping Country: Specifies the customer's shipping country, identifying the destination for delivered goods or services.

• View Details: Click the eye icon to access a detailed view of each record. Click the file repository icon to access the record's File Repository.

To create a new record, select the plus icon. To recover a previously deleted record, select the recycle bin icon. For guidance on applying search filters, click here.