Customer overview
The Customer's page displays a list of your Customers (in alphabetical order), their last order date and the total number of orders.
Locating this section in app: Customers
Customer page features
Use search to create a view to add, edit and archive Customers.
🗒️ Note: Customers cannot be deleted, use Archive to remove a Customer from view but still providing you with access to active Customers.
Search Customers
Search by Customer’s name
🗒️ Note: adding a partial word in Search i.e. typing “eng” will return any customer with “eng” in their title e.g. “Test Engineering”.
View Archived Customers
Use the checkbox to view archived customers.
🗒️ Note: Customers can only be archived, and not deleted.
Add New Customers
Sort
Sort columns by Customer, Last Order and Total Orders in ascending or descending order.
Archive
Archive a customer via the kebab/other options menu to the right of the company name.
View
Set the maximum number of results displayed on a page using the dropdown in the bottom right corner, and if required, use the arrows to navigate between pages.