Managing Customers in Back Office

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Table of Contents

Overview

Viewing Your Customer List

Creating a Customer

Editing Customer Info

 

Overview

From Back Office, you can create, view, edit, delete, and export customers and their info.

 

Viewing Your Customer List

1. In the left navigation menu, select Customers--->Customer List.

2. On this screen, you will be able to view your list of created customers.

  • To view a customer's info, select their corresponding row. 
  • You can search for a customer in the Search for customer search box and filter customers by type (either Personal or Business) from the Type drop-down. 
  • You can export the Customer List to a .csv file by selecting the Export button on the top right of the screen and then selecting the file on the bottom left of the screen. 

      

Creating a Customer

1. In the left navigation menu, select Customers--->Customer List.

2. Select the New Customer button on the top right of the screen. From the drop-down that appears, select to create either a Personal or Business customer. 

3. Navigate between the General, Contact Info, and Advanced tabs and enter the customer's info in the various fields.

  • The fields will differ depending on the type of customer you selected to create. 

 

Personal customer:

 

Business customer:

Editing Customer Info

1. In the left navigation menu, select Customers--->Customer List.

  • Delete a customer by selecting the box to the left of the customer row and then selecting the Delete button on the top right of the screen.  

2. Select the row of the customer whose info you would like to edit. 

3. When you are done editing the customer's info on the Edit Customer screen, select the Done button to save changes. 

 

 

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