Customers

Maintain relationship with customer as easy as saving your personal contacts.

All registered customer in your account will be displayed here with each data details. So you can manage it easier.

Table of Contents

• Customizing the view
• Favoriting customer
• Selecting multiple row
• Viewing detailed information

Customizing the view

• Show entries You can decide how many data displayed in a page just by click and choose the entry amount you like.

• Search bar You can search customer based on a keyword you type in search bar instantly.

• Sorting the data Sometimes you want to view your data sorted properly. You can sort the data per column as it shown by ascending or descending.

Favoriting customer

You also can set customer as a favorite just by clicking star icon and the star will turn red. You can unfavorite it just by click the star again.

You can check all favorite customer by clicking List Favorite button Then it will show you all favorited customer.

Selecting multiple row

You can select multiple row at once to do action faster. The available actions are copy and delete.

Viewing detailed information

You can view detailed information of customer by clicking view button. Then the information will appear.

For more information, please refer to editing customer.

You can add an activity including task, meet, and call of the customer. The form will appear as you click the button. You also can each view activity detail of the customer by clicking the dropdown. You can set their status in here by checking the checkbox and edit each activity information by clicking activity title. Check task, meet, and call for more details.