Customers
In this module, you can see the customers list and all its related information.
Steps
- You can see the customers main view by going to Sales > Customers.
Once you are in the main view, you can see a list of customers with the following columns:
Element | Description |
---|---|
ID | Customer's identifier |
Customer's email | |
Firstname | Customer's first name |
Lastname | Customer's last name |
Country | Customer's billing country |
Language | Customer's language |
Last Login on CP | Last time when a client logged in the customer portal |
Is Whitelisted | Indicates whether the customer is whitelisted |
- Select the desired customer from the list and click the name to see the detailed view.
- You can search a specific customer by using the desired filters and clicking Search.
Filter | Description |
---|---|
Customer ID | Customer's identifier |
First name | Customer's first name |
Last name | Customer's last name |
Customer's email | |
Is whitelisted | Indicates whether the customer is in the whitelist |
- Hover the mouse over the transaction id to see the details.
- Click Reset search results to reset the filters.
- You can also export to pdf the transactions list by clicking Save as Excel.
Updated about 3 years ago