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

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

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

  • Sorting the data sort-customer 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. cust-fav You can unfavorite it just by click the star again.

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

Selecting multiple row

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

Viewing detailed information

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

You also can edit the customer information by clicking pencil icon and favorite it by clicking star button from here.

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. customer-activity 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.